Wealth management
Clients come to Vital for useful financial planning and portfolios built around their lives. Savings, retirement, taxes, investment management, and estate planning live in one relationship. If you own a business, that work is in the room too.
Core wealth management
The household, in one view
Connect savings, retirement, taxes, cash flow, and the next decade into one plan you can actually use.
Who it is for. Individuals and families who want more than a portfolio review: people who need the retirement date, the tax bill, college, and everyday cash to live in the same plan.
One coordinated plan for what you earn, what you save, what you will need, and how to get there.
View Financial PlanningPersonally tailored portfolios
Personally tailored investment advice and implementation for each of your portfolios.
Who it is for. Individuals and families who want a fiduciary to manage investments with the same seriousness they bring to the rest of their financial life.
A portfolio built around your time horizon, taxes, and the life you are trying to fund, not a model off the shelf.
View Investment ManagementLed with Cindy Bragdon
Name who decides, protect what you have built, and make sure documents work when a family actually needs them.
Who it is for. Individuals and families who need more than a will in a drawer, including those with children, aging parents, charitable goals, or a business that would stall without them.
A funded, followable estate plan: wills, trusts, beneficiaries, and the conversations families usually postpone.
View Estate PlanningFor business owners
Treasury, cash, and a future sale or succession sit beside the household plan, not in a separate silo. Owners who want a practice built around the company first can visit Dillon Goodman's site at vimsmallbusiness.com.
For business owners
Get the cash inside the business working as hard as you do, without starving operations or leaving excess idle.
Who it is for. Owners who feel cash-rich one month and stretched the next, or who have meaningful reserves sitting in an operating account with no policy behind them.
Operating cash, reserves, and short-term decisions that finally have a system.
View Treasury ManagementFor business owners
Prepare the company, and your personal finances, for a sale, succession, or a slower role, on your timeline.
Who it is for. Owners who know they will not run this forever, even if the sale, gift, or handoff is still years away.
A realistic path from “someday” to a transition you can live with.
View Business Transition & SaleA discovery call with Rusty is confidential, fiduciary, and pressure-free. Bring the mess. That is the point.
