Our Professionals
Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan. Our company was established in 2016, an affiliate of our longstanding American Retirement Solutions established in 2007.
Vitale Wealth Management’s mission is 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 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.
We specialize in preservation of assets.
Joe Vitale
Owner & Investment Advisor Representative
Early in his career working as an insurance agent for AAA, he developed an appreciation for customer service working hard to service his clients. As a result he received numerous awards including the “President’s Elite” award.
In 2007, Joe founded Vitale Wealth Management helping families with their elderly loved ones navigate Medicaid. In addition he began helping families with estate and retirement planning*.
In the late 1980’s Joe obtained his 6 & 63 securities registration. In 2016, Joe founded American Retirement Advisors, Inc as a Registered Investment Advisory Firm and became a Fiduciary to help ensure his clients received the very best of service and accountability for their retirement planning and strategies.
Joe draws upon his 30+ years of experience in the financial arena helping families avoid potential pitfalls in retirement so they can enjoy a comfortable retirement. Income maximization and replacement strategies are his particular forte. Joe believes it’s all about “distribution” and “preservation”.
Joe resides in Macomb County where he is involved with and supports numerous local and national charities and enjoys spending time with his immediate and large extended family and friends. In his spare time you can find him relaxing with his family or trying to better his golf game, which needs help.
*Vitale Wealth Management and Joe Vitale do not offer legal services, but may provide references to legal providers. They may also work with your attorney or independent legal advisor.
Alex Wagner
Financial Representative, Licensed Agent, Office Manager
Alex Wagner is the Life, Medicare go to at Vitale Wealth Management. He joined the team in February 2021, with his Insurance Producer License and is studying for his Series 65 license. Alex has an extensive background in customer service and recently came from TCF Bank, where he was Branch Supervisor.
Away from the office, Alex is always on the go and enjoys spending time with his wife Casey, playing hockey, cooking, fishing and playing guitar.
Mitzi Leonard
Client Service Manager
Mitzi rejoined the team full time in 2010. She brings a lifetime of customer service experience to the team, including nearly 20 years in the insurance and financial arena. Her primary focus is the care and handling of annuity new business post application to issue. As Client Service Manager, she is charged with the care and handling of new business clients, as well as the existing clients. She considers herself blessed to foster relationships with both.
Anna Vitale
Intake Coordinator and Customer Service
Anna is likely the first person you will speak with when calling the office. She has been receptionist as well as Intake Coordinator for Vitale Wealth Management since 2012, assisting with day-to-day operations, answering questions, and checking in on clients.
Her caring attitude and fun spirit make her a great asset to the team. In her free time, she enjoys outdoor sports like volleyball, volunteering with her church and other charitable organizations, and spending time with her family.
Victoria Boes
Investment Client Services & Compliance Officer Assistant
Victoria comes to us with experience in the financial field of mortgages with all its compliance matters. She has extensive experiences in office managing and customer service. She is also one of our organized and productive people who love to play with numbers and paper! Victoria is our assets under management go to. She produces the paperwork to get things done.
Out of the office, Victoria likes to spend her time gardening, working jigsaw puzzles, playing solitaire or listening to her audio books. She also volunteers at her church as an Usher, Women’s Ministry Team Co-Leader, and is blessed to help with infant care occasionally. Her favorite time is spending it with her three sons and watching them turn into the men God planned for them to be. She is truly blessed!
Casey Wagner
Client Relationship Coordinator
Casey is the one creating informational and fun events for new and existing clients. She joined the team in July 2024. With her education and background in event management she’s looking for new ways to engage with clients.
Away from the office, Casey normally has her nose in a book. She also likes being active outdoors and spending time with family.
Strategic Alliances
Michael Binger, CFA
President Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.
Jeremy Bryan, CFA
Senior Portfolio Manager Gradient Investments, LLC
Keith Gangl, CFA
Portfolio Manager Gradient Investments, LLC
Mr. Gangl is a Portfolio Manager for Gradient Investments. He joined Gradient Investments in 2018 and has over 20 years of total investment management experience. Prior roles include portfolio management for a large institutional equity firm, where he managed several billion dollars of assets. Mr. Gangl has been featured in media publications such as Investor’s Business Daily, Bloomberg, and Yahoo!. He graduated with a bachelor’s degree from St. John’s University, MBA from the University of St. Thomas, and is a CFA® charterholder.
See Gradient Investment's in the media and read their market commentaries here.
More Strategic Alliances
Estate Planning/Elder Law
Power of Attorney/Trust/Estate planning/ Medicaid PlanningSMDA Law, – Jeff Michalowski, Attorney
Law office of – Carol or Jim Thomas Attorneys
Matt Abraham Law
Stovall & Associates
CPA Tax StrategistSecond Opinion Tax review