Vitality Wealth Planning

Overview

Vitality Wealth Planning is an independent Registered Investment Adviser organized as a limited liability company that focuses on working with individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional/business accounts. Its advisory model is fee-based, combining a percentage-of-assets charge with the option for hourly and fixed-fee engagements. Investment activity is fund-centric: Vitality Wealth Planning structures client portfolios mostly with pooled public funds rather than a direct-equity or proprietary product approach. The adviser does not describe itself as an active ESG investor, does not operate as a capital allocator to third‑party alternative managers, and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices