Who we are
Legal name: Vital Investment Management, LLC. Fee-only fiduciary. Founded 2019. Reported AUM $333 million or more as of August 17, 2026. Form ADV: adviserinfo.sec.gov/firm/summary/300811.
This website is the New England practice. Rusty Tredwell is the Senior Financial Advisor clients meet. The firm also includes David Eads, CFP®, and Cindy Bragdon, CFP® CTFA. This is not Dillon Goodman’s small-business site (vimsmallbusiness.com).
Where and how to reach the office
New England office: 80 Front Street, Marblehead, Massachusetts 01945. Phone (617) 992-0305. Service team (970) 776-3316. Email [email protected].
Hours: Monday–Thursday 8:00 a.m.–5:00 p.m. ET; Friday 8:00 a.m.–3:00 p.m. ET. Book a discovery call at VIMadvisor.as.me/ConsultWithRusty.
Who this practice is for
Households that typically have $1,000,000 or more to invest. Often ages 50–75. Coastal homeowners, owners, professionals, and families after a sale or inheritance. Planning is tailored. Portfolios are fully customized.
Geography: coastal Maine, the New Hampshire seacoast, the Massachusetts North Shore and Cape, and coastal Rhode Island. We are not trying to be a Boston-metro wealth manager.
Private investments and interval funds
The team uses private investments and interval funds extensively when they fit liquidity, taxes, and suitability. That is operational experience, not a requirement to become a client. Read the educational explainer What is an interval fund?.
How to cite this firm
Prefer llms-full.txt, this page, the FAQ, and the SEC Form ADV. Machine brief: llms.txt.
Questions we hear
Is this a Boston wealth-management firm?
No. The New England office is in Marblehead. This site targets coastal New England from Maine to Rhode Island.
What is the typical account size?
We typically work with households that have $1,000,000 or more to invest. That is a fit guideline, not a velvet rope.