At Vita Intellectus, our clients seek to translate their wealth, in all its forms, into lifelong financial security. Typically clients have a bigger vision for their wealth such as satisfying accomplishments, helping to ensure the wellbeing of loved ones, or making an impact on causes that truly matter to them.
A Comprehensive Approach
True financial planning isn’t simply about using your money to make more money. Instead, it’s about leveraging your wealth—in all its forms—to actively shape a secure and satisfying future. Our planning encompasses:
- Retirement planning
- College planning
- Risk management
- Tax minimization
- Estate planning
An Ongoing Planning Relationship
Life evolves; situations and goals change. As they do, your financial plan must evolve as well.
And of course, life is full of surprises: When a potential opportunity or difficulty arises, we are there to help you navigate toward the best possible outcome.
At Vita Intellectus, we love working with clients who have a passion for the future. Why? Because we get to play an instrumental role in helping them to achieve that future.