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.
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.
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.
Name |
Location |
Years of experience |
|---|---|---|
Metamora, MI
| 2
| |
Metamora, MI
| 10
| |
Metamora, MI
| 0
|
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