Vertex Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 640 W California Ave Ste 210, Sunnyvale, CA 94086
- Phone
- (650) 814-0536
- Website
- vertexwealthmanagement.net
- County
- Santa Clara County
Hours
- Monday: 8 AM–3 PM
- Tuesday: 8 AM–3 PM
- Wednesday: 8 AM–3 PM
- Thursday: 8 AM–3 PM
- Friday: 8 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Vertex Wealth Management is a financial planning firm in Sunnyvale helping individuals and families across Santa Clara County plan with confidence. We work with clients on building, managing and protecting their finances, with a focus on clear, personal guidance at every stage.
Our team takes the time to understand your goals, whether you are saving for retirement, planning for your children's future or simply want a clearer picture of where your money stands. We aim to make financial planning approachable, so you always know the reasoning behind each recommendation.
Whether you are just getting started or refining a plan you already have, we would welcome the chance to talk.
Visit our website to learn more about how we can help.
Our team takes the time to understand your goals, whether you are saving for retirement, planning for your children's future or simply want a clearer picture of where your money stands. We aim to make financial planning approachable, so you always know the reasoning behind each recommendation.
Whether you are just getting started or refining a plan you already have, we would welcome the chance to talk.
Visit our website to learn more about how we can help.