Vita Wealth Management
What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters.
Vita Wealth Management is a full service wealth management and tax firm. Stratton Harrison, CFP®, EA is the founder and Lead Advisor of the firm. Stratton is a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent authorized by the IRS.
Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.
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