# Vitality Wealth Planning

Vitality Wealth Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** myvitalitywealth.com
- **LinkedIn:** https://www.linkedin.com/company/brennanvitali

## Regulatory record

- **CRD number:** 332303
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332303

## About

VITALITY WEALTH PLANNING is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What is Vitality Wealth Planning's core investment philosophy?

The firm's philosophy centers on longevity-risk management, treating health-adjusted life expectancy as a primary input for asset allocation and drawdown schedules. It combines actuarial insurance products—such as annuities and long-term care riders—with traditional managed portfolios to create durable income streams. This approach addresses both market volatility and the financial risks of extended lifespans.

### What differentiates Vitality Wealth Planning from a traditional financial planner?

The firm explicitly links financial outcomes to health trajectories, a departure from planners who treat longevity as a static assumption. By integrating insurance product selection directly into the portfolio conversation, Vitality Wealth Planning aims to close the operational gap between investment returns and the escalating cost of late-life care. This creates a single point of accountability for both risk management and asset growth.

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Last updated: 2026-07-11T13:49:18.000Z

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