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ABOUT THE FIRM
Verticus Advisors Inc. is an independent Registered Investment Advisor (RIA) based in Salt Lake City, Utah that offers a fully modern approach to wealth advisory services; whether you're building wealth, planning for retirement, or navigating complex financial decisions.
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SERVICES PROVIDED
Financial Planning
A full-picture approach to your finances designed to help you set goals and monitor your progress. For everyone from young professionals laying a strong foundation to retirees seeking long-term security.
Investment Management
Strategic, disciplined investment management aligned with your risk tolerance, timeline, and financial objectives.
Tax Preparation & Planning
Tax preparation and planning services for individuals, businesses, trusts and estates.
staff
Ryan Cooper, CPA/ PFS
Founder & President of Verticus Advisors, Inc.
- Certified Public Accountant with Personal Financial Specialist certification
- 15+ years in public accounting, specializing in tax and retirement planning services for families and business-owners
- Licensed investment advisor for over 4 years
Contact VERTICUS ADVISORS
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DISCLOSURES
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Advisor is a registered investment adviser located in Salt Lake City, Utah. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.
For information pertaining to the registration status of Advisor, please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request (see download links below).
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