Vital Wealth

Vital Wealth is a fractional family office and financial planning firm for entrepreneurs earning $1 million+ per year. We equip high-income business owners pay significantly less in taxes through proactive, year-round tax strategy and planning. We also coordinate investment management, cash flow optimization, estate planning, and wealth protection into one personalized, cohesive plan. Founded by entrepreneur Patrick Lonergan and headquartered in Clinton, Iowa, we are a virtual firm that serves clients nationwide with flat-fee planning and measurable tax savings. Through our Vital Strategies education platform and nationally streamed podcast, we share the strategies that help business owners at every level build and protect lasting wealth. Address: 132 6th Ave S, Clinton, IA 52732, United States Phone Number: +1 563-243-4000 Business Hours: Monday: 9:00am-5:00pm Tuesday: 9:00am-5:00pm Wednesday: 9:00am-5:00pm Thursday: 9:00am-5:00pm Friday: 9:00am-5:00pm Saturday: Closed Sunday: Closed Services: Financial Planner Specialties: Tax Strategy, Cash Flow Optimization, Wealth Protection, Investment Strategy Payment Methods: Check, Credit Cards, Debit Cards, Visa, ATM / Debit, Mastercard, AMEX, Paypal, Discover Keywords: tax strategy near me, tax planning iowa. investment management near me. wealth protection near me, estate planning near me, business tax planning, wealth management iowa, wealth management near me, portfolio management near me, retirement planning near me