Vital Wealth Strategy, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth households, trusts, estates, and charitable organizations. It also offers family office services and can implement strategies through third‑party investment managers when appropriate.
Investment decisions are primarily long‑term in orientation and may include individual stocks and bonds, mutual funds, ETFs and options, supported by fundamental, technical and cyclical analysis and periodic account reviews. The firm offers both integrated wealth management and standalone planning engagements, using a mix of fixed‑fee/retainer arrangements as well as hourly and fixed planning fees, and it performs ongoing oversight of independent managers it recommends.
Notably, the adviser is affiliated with an accounting and tax firm under common ownership, a relationship the brochure discloses as a potential source of referrals and conflicts of interest, and the firm highlights coordination with accounting and legal professionals as part of its service model. The firm also emphasizes multi‑advisor implementation and family office coordination, and discloses that it does not act as a private fund adviser and does not receive investment management compensation from independent managers it selects.
Client services
Expertise
Fee options
Fixed fees for wealth management tiers: Wealth Strategy Foundation ($18,000-$30,000/year), Integrated Wealth Strategy ($30,000-$60,000/year), Advanced Private Client ($60,000-$100,000/year); financial planning fixed fees ranging from $5,000 to $75,000 per engagement.
N/A - N/A: Fees expressed as fixed annual fees per tier, not percentage tiers.
Hourly fees for financial planning charged at $350 to $750 per hour.
Account minimum: $2,000,000 Fee-only: Fixed fees ranging from $18,000 to $100,000 annually depending on service tier; financial planning fixed fees ranging from $5,000 to $75,000 per engagement; hourly financial planning fees $350 to $750 per hour.
Main office
Princeton MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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