Vertex Sterling Group | Strategy. Value. Growth.

Your Guide For The Journey

Who we help:

Women building wealth and financial confidence.
Widows and widowers navigating financial life alone.
Business owners and entrepreneurs.
Blended families with complex planning needs.
People nearing retirement or already retired.
Caregivers managing finances for aging parents.

What Our Clients Have to Say

Gwen has gone above and beyond helping me with an incredibly tough situation. She researched ways to allow me the best financial opportunities for me. I’m very grateful for her time and assistance and countless hours to help me when I was dealing with unusual and unexpected difficulties. I highly recommend her services!

- Ginger

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

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What Our Clients Have to Say

Gwen is the absolute best! I have worked with her for many years now and it has always been a great experience. She cares about her clients, but also cares about educating them and making sure they understand everything that is happening with their money. I recommend her to everyone.

- Leah

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

See all client reviews

What Our Clients Have to Say

Gwen provides valuable guidance and keeps us on a path that protects our financial welfare. We appreciate everything she does for us, on both a personal and professional level. Thank you Gwen!

- Scott

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

See all client reviews

Financial Success is a Team Effort

Like you, we’re independent, professional, talented and creative. No one-size-fits-all here.

Financial Advisory Services from Funchal, Madeira Island, Portugal — for now, and for whatever comes. Serving clients worldwide with personalized financial planning, retirement planning, and investment guidance. Our approach is built on three pillars: Strategy, Value, and Growth.

Financial Planning

You need a road map and a travel guide. We provide experienced financial knowledge and we connect you with other professionals when you need them.

Retirement

Save and plan for life beyond a career with discipline and strategy.

Family

Pave the way for those you love and those who come behind you with careful planning and investment.

Investment

Build the most security from the earnings and investments you have—for now and the future.

WE'RE HERE FOR YOU!

Let’s get to know one another. We offer a free consultation, with no commitment on your part.

Contact Us

Gwen Garrison

Did You Know?

Learn more with curated articles and videos on current topics, updated monthly.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

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9 Facts About Social Security

There are things about Social Security that might surprise you.

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Savvy Updates For Your Success

When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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What our team has to say:

“We are in the business of changing lives. This is not a business-as-usual enterprise.”

Gwen Garrison

“We build trust and relationships that equip our clients to create their financial future.”

Gwen Garrison

“It’s about empowerment. Too many of us were never given the tools and knowledge to make our way in this world. We change that—now.”

Gwen Garrison

“Our clients quickly realize they are not alone. They’ve got an advisor working with them who knows how to push that rock up the hill.”

Gwen Garrison

Amy Byars

Operations Manager

Gwen Garrison

President/Financial Advisor

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