We manage all the assets in your life.

Our Clients

Vita Intellectus’ clients are a diverse group—from retirees to Millennials; from business owners and executives to families; from those who are assiduously building their wealth to those who are focused on transferring their wealth.

But our clients are all similar in one important way: They trust us with their financial futures, and that trust comes with high expectations. Our clients expect:

  • Complete honesty, with no conflicts or hidden agendas.
  • Expertise, experience and a continual drive to deepen our knowledge on their behalf.
  • A genuine and proactive commitment to helping to make their goals a reality.
  • The highest standards of responsiveness and service.

In short, our clients expect us to manage their wealth with as much care and diligence as we apply to our own. We are proud to say that our business is defined by a commitment to meet and exceed our clients’ expectations.

Schedule a meeting to see if our services are right for you.