Aligning Your Life & Your Wealth
At Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters.
CFP®
CERTIFIED FINANCIAL PLANNER™
EA
IRS Enrolled Agent
10+
Years of Experience
Our Services
Vita Wealth Management offers a comprehensive range of services, including tax planning and preparation, retirement planning, investment management, estate planning, and insurance planning, all custom tailored to help you achieve your life's goals. We specialize in deep planning work to build bespoke financial plans for our clients.
Wealth Management
Tax Planning & Preparation
Evidence Based
Investing
Retirement Distribution Planning
Explore All Services
Our evidence-based investment approach and unique planning process provide clarity and confidence, ensuring your wealth works for you—not the other way around.
We Do Things Differently
Fiduciary & Fee Only
By being Fee Only, we are paid explicitly for the advice we provide. We receive no commissions and are only paid directly by our clients. Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. We can focus on providing you the best advice possible.
Taxes
Being an Enrolled Agent allows us to provide tax advice, tax preparation services, and represent individuals before the IRS. Most advisors cannot give tax advice and have to tell clients to "consult your tax professional". We believe our ability to do this in house creates significant value for our clients.
Affiliations
Accomplish What's Meaningful to You.
With their expert guidance, Vita can help you identify where you want to go and navigate the journey to help you get there.
