Vertical Values
Our mission at Vertical Wealth is to equip faith-driven families and businesses to step boldly into their calling - unlocking the full capacity of their time, talent, and treasure to live an adventurous life of purpose, impact, and eternal legacy.
Our Guiding Principles for Biblical Stewardship
Principle 1: God Owns It All.
(Psalm 24:1) Our starting point is acknowledging we are managers, not owners. This changes everything.
Principle 2: Seek Contentment, Not Just More.
(Luke 12:16-21) We challenge ourselves and our clients to ask, "When is enough, enough?" and shift our focus from earthly treasures to being rich toward God.
Principle 3: Live with an Open Hand.
We believe in moving from a scarcity mindset (fear of running out) to an abundance mindset (trusting in God's provision), which frees us to be radically generous.
Principle 4: Your Life is an Adventure.
(Ephesians 3:20) We believe God wants to do immeasurably more through you than you can ask or imagine. Our job is to help you align your resources with that incredible, God-sized adventure.
Let's Talk About What's Possible.
The first step is to have a 15 minute, no obligations call with Brian, to find out if Vertical Wealth is the right fit for you.
Brian Wheeler
CVO & Financial Planner