Vitale Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and financial planning services to individuals and high‑net‑worth clients, managing roughly $117 million for about 396 client relationships through a three‑advisor team. Offerings include ongoing portfolio management, hourly financial planning, educational seminars, and referrals to third‑party money managers.
Investment programs rely on model‑based portfolio management and may employ sub‑advisors and a co‑advisor relationship to implement strategies; the firm uses fundamental, technical, charting and cyclical analysis across mutual funds, ETFs, fixed income and alternative exposures. Account reviews are performed at least quarterly, and the firm generally operates with full discretionary authority while directing clients to qualified custodians for trade execution and reporting.
Distinctive features disclosed in the brochure include that the firm’s principal maintains separate insurance brokerage and real‑estate businesses, devoting a material portion of time to insurance activities and receiving commission compensation, and that the firm shares fees and incentive arrangements with a third‑party manager with related ownership ties. The firm also manages a comparatively large number of client relationships for a small supported adviser, a structure the brochure highlights alongside the firm’s disclosures and procedures for addressing affiliated conflicts of interest.
Client services
Expertise
Fee options
1.00% annually
$200 per hour for financial planning services
Main office
3778 S. Lapeer Rd.
Metamora MI 48455
Advisors at this office
3
Most active in
Michigan
Also doing business as
American Retirement Advisors, Inc. · American Retirement Advisors, LLC · Vitale Wealth Management
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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