Vertex Planning Partners

10/21/2026

Financial planning should begin with your goals, not a product.

That principle is at the center of how we work at Vertex Planning Partners.

Our PATH℠ process begins by understanding where you are today, where you want to go, and what decisions may need to happen along the way.

From there, we can connect investments, retirement, tax considerations, estate planning, and other areas of your financial life into a strategy built around your priorities.

Because every client defines success differently.

Good planning begins by understanding what that definition looks like for you.

Thoughtful planning starts with knowing what matters.

10/19/2026

A year can change more than you realize. Your estate documents should reflect that.

Changes in family circumstances, business interests, assets, charitable priorities, or long-term goals can affect whether your existing estate plan still reflects what you intend.

That is why year-end can be a useful time to revisit the documents and structures already in place.

Our latest article, Reviewing Your Estate, Trust, and Governance Documents After a Year of Change, looks at the value of reviewing wills, trusts, beneficiary designations, and governance documents in the context of the broader financial plan.

The objective is not to make changes simply for the sake of change.

It is to make sure the plan still reflects the people, priorities, and circumstances it was designed to support.

Read the article to see what may be worth revisiting after a year of change.
https://www.vertexplanningpartners.com/2026/10/16/reviewing-your-estate-trust-and-governance-documents-after-a-year-of-change/

10/14/2026

Understand the implications as the bull market enters its fifth year. Long-term perspectives reveal trends in corporate earnings and optimism.

Explore The Bull Market Enters Its Fifth Year: Long-Term Perspectives and how resilience shapes economic optimism today.

10/14/2026

The right financial strategy matters. So does the way you arrive at it.

At Vertex Planning Partners, three values guide how we work:

Integrity. Do what is right and uphold high standards.

Client First. Keep the client’s interests, goals, and relationships at the center of the work.

Consistent and Purposeful. Approach every relationship with discipline, intention, and a commitment to doing meaningful work over time.

Those values influence how we communicate, collaborate, make recommendations, and build long-term relationships.

Because values should not simply live on a wall.

They should show up in the work.

10/12/2026

An estate plan should not be something you create once and never revisit.

Life changes.

Families change. Assets change. Businesses change. Retirement plans change. Charitable priorities change.

And sometimes the plan that once made perfect sense no longer reflects what you want today.

Regular review can help keep beneficiaries, documents, account structures, and long-term goals aligned.

Estate planning works best when it remains connected to the rest of your financial plan, rather than operating as a separate set of documents.

When was the last time you reviewed your estate plan in the context of your broader financial picture?

10/07/2026

Sophisticated wealth planning requires more than strong investment management. It requires someone who can see how the pieces fit together.

Today we are highlighting Christopher Huston, Chief Investment Officer and Managing Partner at Vertex Planning

Chris brings more than 17 years of experience to his role, leading Vertex's investment research, portfolio construction, capital markets analysis, trading, and portfolio implementation.

His background includes portfolio management and investment strategy at Northern Trust, where he worked with high-net-worth and ultra-high-net-worth families, business owners, retirement plans, and foundations. Earlier in his career, he worked as a banker at JPMorgan Chase.

At Vertex, Chris also oversees the firm's investment technology systems and the team supporting its investment process. His work incorporates formal portfolio construction, asset allocation, quantitative and qualitative due diligence, risk monitoring, and ongoing reporting.

Chris holds the CIMA®, CPWA®, and other investment and fiduciary designations and is currently a CFA Level II candidate.

His role reflects an important part of Vertex's approach: thoughtful investment management is built on research, discipline, and a process designed to serve each client's objectives. The more complex the financial picture becomes, the more important it is to have a disciplined strategy and a team that understands how each decision connects to the next.

10/05/2026

For successful business owners, the company is often more than an operating asset.

It may be the primary source of income, the largest component of net worth, the foundation of retirement planning, and a major factor in the family’s estate and legacy strategy.

That is why business-owner planning requires more than looking at the balance sheet.

Entity structure can influence tax exposure. Growth decisions can shape personal wealth. A future sale can affect retirement readiness. Succession planning can determine what transfers to the next generation.

At Vertex Planning Partners, we help business owners look at the full picture by connecting wealth management, tax strategy, estate planning, and long-term financial planning.

Because when the business is one of the most meaningful assets you own, its future deserves a strategy that is just as intentional as the work it took to build it.

10/05/2026

Get insights on the Quarterly Market Outlook for Q4 2026: Rising Rates-New Market Highs-Fed Hikes and prepare for market trends.

Explore the Quarterly Market Outlook for Q4 2026: rising interest rates, new market highs, and Fed hikes ahead.

10/01/2026

Learn how 7% mortgages affect housing and the economy. Discover their impact on home sales, consumer sentiment, and more.

Understand what 7% mortgages mean for housing and the economy. Explore the impact on homeownership and economic growth.

09/30/2026

The work we do at Vertex Planning Partners requires more than technical expertise.

It requires professionals who understand the complexity of serving high-net-worth families, business owners, and individuals with significant planning needs.

Our team brings together financial advisors, strategists, tax professionals, and industry experts who value thoughtful planning, collaboration, integrity, and meaningful client relationships.

For professionals who want to contribute their experience within a client-focused, collaborative environment, Vertex offers an opportunity to do work that is both sophisticated and personal.

Because planning for wealth, business, family, and legacy requires a team that can think beyond the transaction and focus on long-term outcomes.

Learn more: https://joinvertexpartners.com/