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Vitale Wealth Management
As part of our Vitale Wealth family, we are your trusted guide in helping you prepare for and enjoy retirement every step of the way by strategically working with you to determine your specific financial goals. We take the time and utilize all our resources to ensure you understand the meticulously prepared plan we personalize for you. We are here to serve you and your family, but most importantly God in all we do. Our goal is to give you sleep at night insurance. We want you to have financial peace of mind and enjoy the retirement you have always dreamed of. Let us do that hard work while you enjoy your golden years, it will be our pleasure.
Headquartered in beautiful rural Metamora, MI and with two additional locations, 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.”
*Insurance solutions offered by American Retirement Solutions.Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Metamora, MI and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Asset Maximization
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Vitale Wealth Management, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the tax advantaged vehicles used to accomplish your retirement income goals.
Long Term Care
It can be beneficial to have a plan to be able to fund long-term care, should you need it at any point in your retirement. We are here to help you prepare for a long and comfortable retirement.
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to MI and the surrounding communities. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our clients’ wealth into a coordinated strategy.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Chart Your Course
written by Joseph Vitale
“Money represents more than the paper it’s printed on. It may be the embodiment of your time, talents, and your commitments. It pays for the food you eat, the house you sleep in, the car you drive, and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire.”