Clients of Vital Investment Management come to us for personalized, tailored, and useful investment management and financial planning. Clients stay with us over the long-term because of the level of trust they’ve developed with their advisor.
Vital Investment Management strives to give their clients a unique wealth management experience by making investment decisions here in Northern Colorado and by getting to know our clients as if they were family.
The Firm isn’t in business to become the largest wealth management firm. We seek to provide clients with peace-of-mind, and we aim to provide the best service they’ll ever receive.
Vital Investment Management has over $140 million of assets under management as of June 23, 2021.