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.