Category: Press Releases

Wealth Management Partnership Launches

Vertex Planning Partners / Press Releases / August 3, 2016

(Chicago, IL) August 4, 2016 – Vertex Planning Partners, a Midwest-based wealth management firm, successfully launched as a new financial advisory institution focusing on holistic generational planning in a collaborative culture for high net work clientele. The newly formed company becomes one of the largest independent wealth management firms in the Midwest, managing over $400 […]

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