Contact
Schedule a discovery call with Rusty.
Thirty to forty-five minutes. Confidential. No product pitch. Tell us what is on your mind: retirement, investments, taxes, or a decision you have been postponing. We will tell you whether we can help.
Request a conversation
We typically respond within one business day.
What to expect
- No pressure to become a client or move assets.
- You are speaking with a fee-only fiduciary firm.
- What you share stays confidential.
- If we are not the right fit, we will say so and point you toward a better next step.
80 Front St, Marblehead, MA 01945
Colorado office: Loveland, Colorado
Monday–Thursday, 8:00 a.m.–5:00 p.m. ET; Friday, 8:00 a.m.–3:00 p.m. ET
SEC-registered RIA · CRD #300811
Other Vital sites
Rusty leads the New England office. The firm and the Colorado owner practice have their own sites.
Client access
Existing clients can open Schwab or the financial planning portal.
Schedule online
Book a consult with Rusty Tredwell.
Meet with Rusty
Prefer a new window? Open the Acuity scheduler.
Vital Investment Management
80 Front St, Marblehead, MA 01945