Tom Vitale, CFP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

  • Office 770-246-8363
  • Mobile 770-815-8778

As a wealth management advisor, the key to Tom Vitale’s success has always been putting his clients’ interests ahead of his own.  When Tom begins working with a new business or family, he takes the time to get to know their goals, fears, and risk tolerance, and he strives to treat everyone he works with the same way he’d treat his own family. His clients appreciate his steadfast follow-through and innovative approach, and they view him as a partner that they can rely on for straight-shooting advice and wise counsel on their financial affairs.

No matter where you are on your financial journey, Tom will meet you there and help guide you to the future you desire. Everyone’s goals and priorities are different, and everyone has made a different amount of progress toward them, and that’s why Tom believes in highly-specialized planning, not cookie-cutter services. His expertise includes, but is not limited to, business succession planning, wealth management, estate planning, employee and executive benefits planning and life insurance planning. He has spent nearly thirty years in the financial industry, and holds four advanced designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Certified in Long-Term Care (CLTC®).  

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck