Vitale Wealth Management

Overview

Vitale Wealth Management is an independent, Michigan-registered wealth advisory firm organized as a corporation that focuses on individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses. It also offers adviser selection services, which suggests a willingness to outsource or co-manage specialized strategies through third-party managers. Fee arrangements include percentage-of-AUM billing alongside hourly charges and other fee structures. Outside of pure advisory work, Vitale Wealth Management is active as a real estate broker and an insurance broker, which appears to complement its investment and insurance planning capabilities. The firm does not self-identify as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices