Advanced Tax Strategies for Entrepreneurs Earning $1M+

A fractional family office helping you reduce taxes, grow wealth, and protect what matters.
Let's Talk Tax

Tax Strategy • Investment Planning • Cashflow Optimization • Estate Planning • Real Estate Strategies •

What We Often Hear

My CPA handles that…

If you’re a high-growth individual and still relying on a reactive, file-and-finish tax model, you’re leaving money on the table for Uncle Sam to line his pockets with.

At Vital Wealth, we don’t prepare tax returns. We work with your CPA to build strategies to reduce your tax bill.

My Financial Advisor handles that…

Picking stocks and managing your 401(k) is how everyone else is planning their financial future—except they don’t have the same tax bill as you.

At Vital Wealth, we don’t just manage investments. We create financial plans for growth and tax savings.

Your great year shouldn’t make the IRS salivate.

Here’s the deal: Most CPAs are wired to avoid penalties, not spot opportunities. The proof is in their business model—high-volume transactional relationships that are at their busiest during filing season and are pretty quiet otherwise. 

We love CPAs. But the fact that most of them offer financial planning as an “add-on service” tells you everything you need to know. They’re focused on getting the numbers in the right boxes and telling you what your tax bill is going to be…instead of helping you plan for it.

Let's Talk Tax

Flat-Fee, Full-Scope Planning

Our flat-fee financial planning engagements are designed to deliver measurable tax savings. We are so confident in our approach that if the documented tax strategies we develop do not result in identified tax savings opportunities that exceed your planning fee during the first year of engagement, we will work with you at no additional charge until they do. This commitment applies solely to tax planning services provided through Vital Wealth and does not apply to investment advisory services or investment performance. Individual results will vary based on your specific tax situation, implementation of recommended strategies, and applicable tax law. Tax savings are not guaranteed.

  • No half-baked scammy ideas
  • No cookie-cutter approaches
  • No guessing
  • No upselling
  • No limits on your tax savings and financial growth

Client Testimonials

“I had no idea how much my CPA was missing. After just one meeting with Vital Wealth, I realized how much money had been left on the table over the years. They’ve transformed my finances and I don’t say that lightly.”

Lindsay M.CEO, Real Estate Management Firm

“My meetings with Vital Wealth are truly the highlight of my month.”

Marcus T.CEO, B2B Software Firm

“I finally feel confident in where my dollars are going. I spent years growing the business but never felt like my finances were working for me. Everything finally feels optimized and intentional in my compensation, taxes, and investments.”

Sarah J.Founder + CEO, Marketing Agency

Our Plans

Use our pricing slider to get a look at what your customized plan may include.

$5,000—$20,000

$5,000

/mo

$20,000+

/mo

$5,000

    The monthly planning fee shown above covers financial planning, tax strategy, cash flow optimization, and related services provided by Vital Wealth. These fees are separate from and in addition to investment advisory fees charged by Vital Capital, our affiliated registered investment adviser. Investment advisory fees are based on assets under management and are disclosed in the Vital Capital LLC Form ADV Part 2A, available upon request or at https://url.avanan.click/v2/r01/___www.adviserinfo.sec.gov___.YXAzOnZpdGFsd2VhbHRoOmE6bzozOTRkOTI1MWZjZjJlMGE2YzE3ZmFjNzkxNTYzYmZiNDo3Ojc5YmY6YzZmMTkyNDM0MmQ3NDcxZDZmYTg2ZDg0YzE3YzNkY2RiY2U4OGVjYmY5Yjg5NmE4MjI5NDFiZjk2ZTYwYWM0Yjp0OkY6Rg. Clients who engage both planning and investment advisory services will be subject to separate fee agreements with each entity.

    Your Vital Wealth Roadmap

    01

    Clarify Your Goals

    We start with what matters most to you—so every financial move supports your bigger vision.

    02

    Create Tax Strategy

    Once we create your roadmap, we work with you each month to structure your finances to reduce taxes, protect assets, and fuel long-term growth.

    03

    Optimize Your Cashflow

    We fine-tune how money moves through your business and life so your strategy stays focused on building the future you’re trying to create.

    We don’t take everyone.

    We’re looking to partner with individuals who want more R.E.A.C.H. in their lives. 

    • Relationships: Meaningful connections with family, friends, and colleagues.
    • Experiences: Memorable moments of travel, hobbies, and new challenges.
    • Advancement: Continual growth through learning and personal development.
    • Contribution: Supporting causes and people who matter.
    • Health: A truly healthy life that allows you to enjoy and achieve everything above.

    If you’re ready to build a life that builds your R.E.A.C.H., let’s talk.

    Let's Talk Tax
    Investment advisory services are offered through Vital Capital LLC, a state registered investment adviser (CRD# 318147) registered in Iowa, California, Florida, Illinois, Pennsylvania, and Texas. Financial planning, tax strategy, and insurance services are offered through Lonergan Group LLC, doing business as Vital Wealth, a separate and distinct entity from Vital Capital LLC. Registration as an investment adviser does not imply any certain level of skill or training.
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