Vitale Wealth Management
Multi family office in Metamora, United States, founded 2016.
Identity
- HEADQUARTERS
- Metamora, United States
- FOUNDED
- 2016
Overview
Founded in 2016, this multi family office has its headquarters in Metamora, United States. 7 people are named on its team.
People
- Joe VitaleOwner & Investment Advisor Representative / President · source
- Lyndsey CarryClient Investment Accounts Administrator · source
- Alex WagnerFinancial Representative, Life & Medicare, Director of Operations · source
- Nick HarajliFinancial Advisor – Compliance Officer & New Client Engagement · source
- Mitzi LeonardClient Service Manager · source
- Casey WagnerClient Operations Specialist · source
- Anna VitaleCustomer Service Coordinator · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Vitale Wealth Management is a multi family office based in Metamora, the United States, founded in 2016.
Vitale Wealth Management does not publicly state whether it invests directly or through funds.
Key people at Vitale Wealth Management include 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) and Mitzi Leonard (Client Service Manager).