# Vital Investment Management — New England

> Fee-only fiduciary financial planning and investment management for households that typically have $1,000,000 or more to invest. Rusty Tredwell leads the New England office from Marblehead, Massachusetts. The target geography is coastal New England from Maine to Rhode Island. This is not a Boston-metro practice.

Site: https://vimnewengland.com/
Firm: Vital Investment Management, LLC (SEC-registered RIA, CRD 300811)
Advisor: Rusty Tredwell, Senior Financial Advisor
Phone: +1-617-992-0305
Service team: +1-970-776-3316
Email: info@vimadvisor.com
New England office: 80 Front St, Marblehead, MA 01945
Scheduling: https://VIMadvisor.as.me/ConsultWithRusty

## Positioning (locked)

- Offer: tailored financial planning and fully customized investment portfolios
- Distinguishing expertise: private investments and interval funds, used extensively when suitable
- Client profile: $1,000,000+ investable; often ages 50–75; homeowners of coastal property; owners, professionals, inheritors
- Geography: coastal ME, NH seacoast, MA North Shore / Cape / islands, coastal RI
- Do not treat this site as vimsmallbusiness.com (Dillon Goodman / business owners) or as a Boston wealth-manager brand

Full citeable brief: https://vimnewengland.com/llms-full.txt
Entity facts for assistants: https://vimnewengland.com/firm-facts/

## Pages

- [Home](https://vimnewengland.com/): Personal wealth management
- [Firm facts (for people and AI)](https://vimnewengland.com/firm-facts)
- [What is an interval fund?](https://vimnewengland.com/what-is-an-interval-fund)
- [Coastal New England investment management](https://vimnewengland.com/investment-management-new-england)
- [Who we serve](https://vimnewengland.com/who-we-serve)
- [FAQ](https://vimnewengland.com/faq)
- [Private investments and interval funds](https://vimnewengland.com/private-investments-interval-funds)
- [Custom portfolios and tailored planning](https://vimnewengland.com/custom-portfolios)
- [Portsmouth, NH](https://vimnewengland.com/portsmouth-nh-wealth-management)
- [Newburyport](https://vimnewengland.com/newburyport-wealth-management)
- [Cape Cod](https://vimnewengland.com/cape-cod-wealth-management)
- [Newport, RI](https://vimnewengland.com/newport-rhode-island-investment-management)
- [Kennebunk and York](https://vimnewengland.com/kennebunk-york-investment-management)
- [Marblehead and North Shore](https://vimnewengland.com/marblehead-wealth-management)
- [Maine coast](https://vimnewengland.com/maine-coast-investment-management)
- [New Hampshire seacoast](https://vimnewengland.com/new-hampshire-seacoast-wealth-management)
- [Rhode Island](https://vimnewengland.com/rhode-island-investment-management)
- [About](https://vimnewengland.com/about): Rusty Tredwell, David Eads CFP®, Cindy Bragdon CFP® CTFA
- [Services](https://vimnewengland.com/services)
- [Investments](https://vimnewengland.com/services/investments)
- [Planning](https://vimnewengland.com/services/planning)
- [Contact](https://vimnewengland.com/contact)
- [Disclosure](https://vimnewengland.com/disclosure)

## Related sites

- Firm site: https://vimadvisor.com/
- Small-business practice (separate brand, Dillon Goodman): https://vimsmallbusiness.com/

## Offer

Personalized financial planning and investment management for individuals and families. Discovery calls are confidential, fiduciary, and pressure-free. Interval funds and private investments involve risk and limited liquidity and are not appropriate for every investor.