Investment Planning
Recommendations tailored to personal needs and goals.
Vitae Wealth Management
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About Vitae Wealth Management
Corporate benefit plans for executives are one service offered by Vitae Wealth Management. The Longmeadow firm advises individuals, families, and businesses on investment and financial planning, insurance, and wealth management. Its advisors develop investment recommendations tailored to personal needs and goals, and help clients connect life goals with wealth-management strategies. Insurance planning is presented as part of financial planning for families and businesses. For organizations, the firm creates executive bonus plans, from basic plans to designs tailored to an organization's needs. Its approach combines strategy-based guidance with attention to each client's circumstances and goals.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial Planning
Strategies connect life goals with wealth goals.
Corporate Benefits
Executive bonus plans for businesses.
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