Vital Wealth is a fractional family office and financial planning firm for entrepreneurs earning $1 million+ per year. We equip high-income business owners pay significantly less in taxes through proactive, year-round tax strategy and planning. We also coordinate investment management, cash flow optimization, estate planning, and wealth protection into one personalized, cohesive plan. Founded by entrepreneur Patrick Lonergan and headquartered in Clinton, Iowa, we are a virtual firm that serves clients nationwide with flat-fee planning and measurable tax savings.
Address:
132 6th Ave S, Clinton, IA 52732, United States
Phone Number:
+1 563-243-4000
Website:
http://www.vitalwealth.com/
Business Hours:
Monday: 9:00am-5:00pm
Tuesday: 9:00am-5:00pm
Wednesday: 9:00am-5:00pm
Thursday: 9:00am-5:00pm
Friday: 9:00am-5:00pm
Saturday: Closed
Sunday: Closed
Services:
Financial Planner
Specialties:
Tax Strategy, Cash Flow Optimization, Wealth Protection, Investment Strategy
Payment Methods:
Check, Credit Cards, Debit Cards, Visa, ATM / Debit, Mastercard, AMEX, Paypal, Discover
YouTube:
https://www.youtube.com/watch?v=izmGop98e9w
LinkedIn:
https://www.linkedin.com/company/vital-wealth/
Instagram:
https://www.instagram.com/vital.strategies
Keywords:
tax strategy near me, tax planning iowa. investment management near me. wealth protection near me, estate planning near me, business tax planning, wealth management iowa, wealth management near me, portfolio management near me, retirement planning near me
