Tom Vitale, CFP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

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®).  

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