Vitalis Capital group helps you plan, manage, and grow your wealth with personalized financial solutions
Founded with a commitment to financial excellence, Vitalis Capital group specializes in creating customized financial strategies for individuals and businesses. With deep industry expertise and a client-centered approach, we help clients navigate complex financial landscapes to achieve their long-term financial goals.
Experience holistic wealth management solutions tailored to your unique financial situation, goals, and risk tolerance.
Build a diversified investment portfolio with our expert advice focused on long-term growth and stability across various market conditions.
Our experienced retirement specialists help you create a clear roadmap to retirement, ensuring you have sufficient resources for your desired lifestyle and unexpected expenses.
Our business specialists provide financial strategies to help your company thrive through all stages of business development.
Comprehensive financial solutions tailored to your personal and business objectives
Customized financial roadmaps designed to help you achieve your short and long-term financial goals
Strategic portfolio construction and ongoing management to optimize returns based on your risk profile
Comprehensive insurance and protection strategies to safeguard your assets and financial future
Strategic tax optimization approaches to minimize liability and maximize after-tax returns
Contact Vitalis Capital group today to schedule a consultation with our financial advisors. We'll help you develop a personalized financial strategy aligned with your goals and guide you through every step of your financial journey.
Hear what our clients say about their experience working with Vitalis Capital group
Vitalis Capital group transformed my approach to retirement planning. Their comprehensive strategy not only optimized my investment portfolio but also created tax efficiencies I hadn't considered. Within just 18 months, my retirement outlook has dramatically improved.
Working with Vitalis Capital group has been transformative for my family's financial planning. Their holistic approach addressed everything from college savings for our children to our long-term retirement goals. I appreciate their proactive communication and personalized attention.
The investment strategy developed by Vitalis Capital group for my business has been remarkably effective. Their team's understanding of market dynamics and risk management helped us navigate economic uncertainties while maintaining consistent growth and liquidity.
As someone who travels frequently, I needed financial advisors who could accommodate my schedule. Vitalis Capital group has exceeded my expectations with their flexible meeting options and responsive communication. Their wealth management approach has delivered consistent results year after year.
Vitalis Capital group provided exceptional guidance during my transition to self-employment. Their expertise in tax planning and business structure optimization has saved me thousands while ensuring compliance with all regulations. I consider them an essential part of my business team.
Experienced financial professionals dedicated to helping you achieve your financial goals
Common questions about financial planning and our services
We offer a comprehensive suite of financial services including wealth management, investment advisory, retirement planning, tax optimization, estate planning, risk management, and business financial services. Our advisors work with you to create an integrated financial strategy tailored to your specific goals and circumstances.
While we work with clients of various asset levels, our wealth management services typically require a minimum investment of $250,000. However, we also offer financial planning services with different minimums based on your specific needs. We're happy to discuss your situation during an initial consultation to determine how we can best serve you.
Our fee structure is transparent and based on the services provided. For wealth management, we typically charge a percentage of assets under management. For financial planning services, we may charge a flat fee or hourly rate depending on the complexity of your situation. We do not receive commissions for investment products we recommend, which eliminates potential conflicts of interest.
We typically schedule comprehensive reviews quarterly or semi-annually depending on your preferences and complexity of your financial situation. However, we also conduct more frequent check-ins during major life transitions or significant market events. Additionally, our team is always available to address any questions or concerns that arise between scheduled reviews.
What distinguishes us is our holistic approach to financial planning that integrates all aspects of your financial life. We provide highly personalized service with dedicated advisors who limit their client roster to ensure attentiveness. Our team consists of specialists in various financial disciplines who collaborate to create comprehensive strategies. Additionally, as a fiduciary, we are legally obligated to act in your best interest at all times.