Jessica Smith is a CFP® with four years of industry experience, currently serving as an advisor at Vitality Wealth. Her prior experience includes roles at Perspective Wealth Partners, American Tax and Financial Planners, and Tronconi Segarra and Associates. Vitality Wealth is a fee-only registered investment adviser managing discretionary assets for individuals, charitable organizations, and businesses. The firm emphasizes a fiduciary, planning-centered approach using modern portfolio theory and primarily passive asset allocation, with quarterly account reviews and discretionary trading authority.

James Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Vitality Wealth. His prior roles include positions at Aspen Capital Management, Level Financial Advisors, and Family First Financial Planning. Vitality Wealth is a fee-only registered investment adviser managing approximately $9.1 million in discretionary assets for a limited client base. The firm offers comprehensive wealth management services that combine financial planning and discretionary portfolio management, primarily using a fiduciary, planning-centered approach with passive asset allocation.