Vitale Wealth Management

Overview

Vitale Wealth Management is an independent, Michigan-registered advisory firm that serves individual and family clients. The firm operates as a corporation and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Fee arrangements include a percentage-of-AUM component plus hourly and other charges. Outside of advisory work, Vitale Wealth Management is also engaged in real estate brokerage and insurance brokerage activities, which can complement its investment and insurance solutions for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices