Vertrix Wealth Management, LLC

Michael Wachsler is a financial advisor at Vertrix Wealth Management, LLC in Troy, MI, holding a Series 66 designation with 27 years of industry experience. His prior roles include positions at Greystone Financial Group, Polaris Greystone Financial Group, Scottrade, Inc., and RJ Capital. Vertrix Wealth Management offers discretionary and non-discretionary portfolio management along with retirement plan consulting to a diverse client base including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis, providing a range of strategies and specialized retirement plan fiduciary services.

Robert Yarmak is a CFA® charterholder with eight years of industry experience. He is currently with Vertrix Wealth Management, LLC, where he has worked since 2026. Prior to that, he held roles at Greystone Financial Group, LLC and its affiliated entities from 2016 to 2026, and also worked at Hewlett Packard Enterprise from 2015 to 2016. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients, including plan sponsors, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Joshua Vandergraaff is a financial advisor with Vertrix Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Greystone Financial Group, LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis with macroeconomic and market-sentiment indicators and offers a range of strategies including multi-asset ETF allocations and specialized equity sleeves.

Norman Leon is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Greystone Financial Group, LLC and Retirement Funding Advisors Inc. before joining Vertrix in 2026. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Eric Babcock is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Greystone Financial Group, LLC and Polaris Greystone Financial Group, LLC. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis and offers specialized retirement plan fiduciary services including 3(38) investment management and investment policy development.

Jordan Neumann is a Series 65-credentialed advisor at Vertrix Wealth Management, LLC with five years of industry experience. He previously worked at Greystone Financial Group, LLC for eight years and held roles at Financial Focus, LPL, Kroger, Quicken Loans, and Western Michigan University. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients, including plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers services such as plan monitoring, investment menu construction, participant education, and optional participant advice.

Kristie Guadiano is a financial advisor at Vertrix Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Greystone Financial Group and Polaris Greystone Financial Group. Kristie serves as a board member of the Sentinel Group advisory partner board. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.