Headquartered in beautiful rural Metamora, MI, we provide financial planning and investment management services throughout Michigan communities on a Holistic level. We work with a team of CPA’s and CFP’s to assist with Strategic Case design with particular awareness of income and tax efficiency. We assist our client to intelligently invest their assets to help meet short and long-term needs, while looking to maintain and improve their overall financial standing. We provide full transparency and utilize both investment and insurance* solutions to help achieve financial independence. We are, “Your Trusted Guide to Retirement.
Vitale Wealth Management
