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Alexander W

Series 65

Metamora, MI

Vitale Wealth Management

Alexander Wagner is a financial advisor at Vitale Wealth Management in Metamora, MI, holding a Series 65 designation. He has related experience at American Retirement Solutions, LLC and TCF Bank prior to joining his current firm. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients, managing approximately $117 million across about 396 client relationships. The firm employs a model-based investment approach utilizing fundamental, technical, charting, and cyclical analysis, and offers ongoing portfolio management, financial planning, educational seminars, and access to third-party money managers.

General retirement planning Social Security optimization Retirement income strategy Passive / index investing
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Joseph V

Series 63, Series 65

Metamora, MI

Vitale Wealth Management

Joseph Vitale is a financial advisor at Vitale Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience owning and managing insurance and real estate businesses. Vitale also owns Trinity Realty Inc. and SSJ Properties, which are real estate-related ventures. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm uses model-based portfolio management incorporating fundamental, technical, and cyclical analysis, serving roughly 396 client relationships with a three-advisor team.

General retirement planning Social Security optimization Retirement income strategy Passive / index investing
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Nicholas H

Series 66

Metamora, MI

Vitale Wealth Management

Nicholas Harajli is a financial advisor at Vitale Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, United Wholesale Mortgage, and Best Buy. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages approximately $117 million across about 396 client relationships using model-based portfolio management and a combination of fundamental, technical, and cyclical analysis.

General retirement planning Social Security optimization Retirement income strategy Passive / index investing
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