Vertis Wealth
About Vertis Wealth
Vertis Wealth offers integrated financial planning, investment management, tax, and estate/legal services. Serving clients with substantial assets, they provide tax-efficient strategies coordinated under one roof. Vertis aims to grow, protect, and transfer wealth effectively.
Current Openings
1 Job Opening Found at Vertis Wealth
Estate and Document Attorney
Estate and Document Attorney
Vertis Wealth
Seeking an Estate and Document Attorney to assist tax and wealth management teams with estate planning. Draft documents and collaborate with clients and professionals.