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Vitale Wealth Management
Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan, established in 2016. Headquartered in Metamora, MI with two additional...
Overview
Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan, established in 2016. Headquartered in Metamora, MI with two additional locations, it provides financial planning and investment management services throughout Michigan communities. The firm serves as a trusted guide to help clients prepare for and enjoy retirement, specializing in preservation of assets and working with CPAs and CFPs on strategic case design with awareness of income and tax efficiency.
General information
Firm type
Multi Family Office
Year founded
2016
Location
City
Metamora
Principals
Joe Vitale
Owner & Investment Advisor Representative / President
Alex Wagner
Financial Representative, Life & Medicare, Director of Operations
Nick Harajli
Financial Advisor – Compliance Officer & New Client Engagement
Mitzi Leonard
Client Service Manager
Lyndsey Carry
Client Investment Accounts Administrator
Casey Wagner
Client Operations Specialist
Anna Vitale
Customer Service Coordinator
Frequently asked questions
Who leads investment decisions at Vitale Wealth Management?
The specific individuals overseeing investment decisions at Vitale Wealth Management are not identified in public records. Without a disclosed leadership team, it is not possible to name a CIO, CEO, or managing principal.
What is Vitale Wealth Management's regulatory status?
The firm is registered as an investment advisor under the Investment Advisers Act of 1940 with the US Securities and Exchange Commission. Registration imposes fiduciary duties and regular disclosure requirements, including Form ADV filings that detail fees, conflicts, and disciplinary history.
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