VIM welcomes industry veteran Brian Nienhaus! We're excited to announce Brian Nienhaus has joined our firm full-time. Brian is an incredibly talented and experienced business banker with many community ties. He's a great fit with our firm's culture and brings a wealth of financial experience to...
Clients can Text Messaging (SMS) us directly. Text messages are an easy and efficient way to communicate with clients, CPAs, attorneys, other professionals, and prospective clients. You can send text messages directly to VIM from your cell phones. These text messages are delivered directly to our office...
Vital Investment Management Wealth Manager and CEO Dave Eads is the cover model for the October 2019 Financial Planning magazine. You can see the cover and magazine ediutions on Financial Planning magazine's website. The corresponding article regarding Buy/Sell Agreements & Sucession Planning featuring Dave's interview can also...
The Wall Street Journal Editorial Board wrote an opinion on the changes that Congress has proposed making to IRAs. Read more about the issue via the link below. Forcing some heirs to empty accounts in 10 years will raise revenue, but it’s a bad precedent. https://www.wsj.com/articles/iras-in-political-sights-11563318661?shareToken=st6a784b55f21543ef91068a983dcfbd46...
Vital Investment Management's May 2019 Large Investment Committee Meeting will be held on May 17, 2019 at 11:00 am. For more information please email [email protected] or call the office at 970-776-3316....
Vital Investment Management's May 2019 Small Investment Committee Meeting will be held on May 16, 2019 at 11:00 am. For more information please email [email protected] or call the office at 970-776-3316...
Vital Investment Management's Investment Committee is comprised of current clients of the firms along with the firm's founder - David Eads. This makes our approach unique, by getting direct feedback on a monthly basis from our clients we can affect changes to portfolios quickly to...