Vita Wealth Management
"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 create a bespoke financial plan tailored to your unique desires.
We are a fee-only wealth management and tax firm serving clients in Chicago, IL and throughout the nation. We believe that the ability to be your CERTIFIED FINANCIAL PLANNER™ and your tax preparer, is a unique value proposition amongst advisor offerings.
We offer a comprehensive range of services, including tax planning and preparation, retirement planning, investment management, estate planning, equity compensation, insurance planning, and more all custom tailored to help you achieve your life's goals.
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identifying a potential advisor for their review and consideration. The appearance of an
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engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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