Vitale Wealth Management

Vitale Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including some high-net-worth households, and offers educational seminars and workshops. The firm bills on an assets‑under‑management basis and does not serve as custodian for client assets.

The firm typically implements model‑based strategies and may hire sub‑advisors or use a co‑advisor relationship (disclosed in the brochure) to manage portions of client portfolios, while conducting periodic account reviews and delivering financial plans on an hourly basis. Its investment work draws on fundamental and technical analysis and spans strategic, tactical, allocation and defined‑outcome models, with custody arranged through major custodial platforms.

What distinguishes the firm for an independent, single‑advisor practice is its unusually high client load relative to peers (several hundred client relationships for the firm’s sole advisor alongside roughly $93 million in managed assets) and the principal’s substantial outside business activities, including a licensed insurance practice that consumes roughly half of the principal’s time and a real estate brokerage/ownership role. The firm discloses fee‑sharing and referral arrangements with third‑party managers (including a co‑advisor) and an ownership link involving a minority owner of that co‑advisor; these relationships and potential conflicts are disclosed and addressed through the firm’s procedures and fiduciary obligations.