Bonita Springs, FL Office

Vertis Wealth, LLC provides asset management and financial consulting to individuals (including high-net-worth clients), charitable organizations and corporations. Services include ongoing portfolio management, retirement-plan rollover advice with a stated fiduciary standard for retirement accounts, and financial consulting that connects clients with estate and tax planning professionals.

The firm’s investment approach emphasizes fundamental analysis and a long-term, value-oriented strategy combined with strategic asset allocation and periodic rebalancing. It also employs option strategies (primarily covered calls and protective puts), tailors portfolios to individual risk tolerances, and typically reviews managed accounts at least quarterly.

Vertis is organized as a multi-office team—six advisors across seven offices—managing about $140.7 million for roughly 833 clients and became SEC-registered in April 2025. The brochure notes two uncommon features for this firm type: it runs impersonal educational seminars and operates as a registered insurance agency after acquiring TriFound Financial, with advisers selling insurance (about 25% of their time); the firm discloses the resulting conflicts (insurance commissions and rollover incentives) and describes policies it uses to manage those conflicts.