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Our Company

VitalStone Financial offers comprehensive financial services for our clients. In addition to providing financial planning, we have an array of affiliates, who are professionals in their fields, to advise on virtually all aspects of our clients’ financial lives. From tax reduction strategies, contract review, and employment law to small business management, our company provides our clients all resources they need to manage their professional and financial lives.


VitalStone Financial is committed to providing a superior client experience. The VitalStone client experience is individually tailored to meet the unique requirements of every client. Our company integrates information technology into the financial planning process at a level each client prefers. One powerful component of our client experience is our free online and mobile-friendly wealth management software. VitalStone clients can access their accounts, investments and review their financial plan at any time of the day or while on the go. Our consultation is always accessible and can include skype meetings with screen-sharing for our clients if more convenient.