Vitality Wealth Planning

Overview

Vitality Wealth Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Its client billing options include an assets-under-management fee, hourly charges, and fixed-fee arrangements. The firm reports it is not an active ESG investor, does not operate as a capital allocator into outside managers, and is not structured as a multi-state advisory or pension consultant. Advisory services emphasize planning and portfolio oversight rather than sponsorship or distribution of proprietary investment products.

Assets & Accounts

Investments & Alternatives