Vitality Wealth Management greatly values and understands the importance of flexibility and choice in life, and in professional services. Our fee structures are designed to integrate seamlessly into the uniqueness of your situation and to reflect the complexity or simplicity of your needs.
Comprehensive Financial Planning and ongoing Wealth Management:
Our most common service and structure. We charge a one-time fee for the design, delivery, implementation, and ongoing management, of your comprehensive financial plan. As a fee-based private wealth management firm, the value we offer entails more than just investment advice. We provide an elevated wealth management experience by integrating all aspects of your financial life including your investments, taxes, insurance, real estate, business, succession, estate, and philanthropic wishes. Our comprehensive financial planning package includes the three structures listed below.
If you are seeking our services for a distinctive need and to ensure the right financial product is implemented, we do not charge an upfront fee. Instead, we will receive compensation following the placement of investment, insurance and/or other products. With this option, it is understood the client will implement the desired financial product with Vitality Wealth Management.
Based on the time and complexity of your planning needs, we provide a consulting option whereby our fees our structured on an hourly basis. This structure is best suited for those seeking a second opinion on their existing financial plan or are looking for a technical review of a specific product or strategy.
Speaking Engagements and Events:
We provide educational seminars, workshops, lunch and learns for businesses, schools, and private groups.