A complete list of active advisors currently associated with Vitale Wealth Management

Warmer can help you find a great advisor at Vitale Wealth Management or one who fits your needs even better.

Vitale Wealth Management serves individual and high‑net‑worth clients with discretionary asset management and hourly financial planning. The firm reports about $101.8 million in discretionary assets across roughly 383 client relationships managed by two advisors, a client-to-advisor load that is higher than typical for supported firms. The firm implements model‑based portfolios and may employ fundamental, technical, charting, and cyclical analysis; it retains discretion to hire or terminate sub‑advisors and has an ongoing co‑advisor relationship to implement select strategies. Financial planning is offered on an hourly basis, account reviews are performed at least quarterly, and the firm also conducts educational seminars. What is distinctive in the brochure are the principal’s outside business activities and related referrals: the principal operates as a licensed insurance agent (generating a substantial portion of his revenue) and is affiliated with a real estate brokerage, and the firm discloses fee‑sharing and incentive arrangements with a co‑advisor (including ownership links through affiliated entities). Those outside activities and the explicit referral/co‑advisor incentive arrangements are identified in the brochure as potential conflicts of interest and are addressed through disclosures and internal procedures.

To learn more about the advisors currently working at Vitale Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.