Share a Name
Use the short form to share the name and contact info of someone you think we can help.
Referral Program
You know great business owners.
We’d love to meet them.
We’re Expanding
At Vital Wealth, we’ve been blessed to keep growing—adding new advisors and support staff who share our mission: helping business owners keep more of what they earn and live with greater freedom and clarity.
Your trust makes that possible. And as we expand, we’d love to serve more clients like you—leaders who want to move beyond reactive tax prep to proactive financial strategy.
Who to Refer
Think of those friends and acquaintances of yours who are:
- Entrepreneurs tired of writing six-figure checks to the IRS.
- High-income earners wondering if their CPA is really doing all they can.
- Business owners who want a clear, cohesive financial strategy that aligns with their goals.
If that sounds like someone you know, we’d be honored to serve them.
How It Works
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We’ll Reach Out
Our team will personally connect with them to see if we’re a fit—and let you know how it goes.
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Enjoy a Thank-You
If your referral becomes a client, we’ll send you a special thank-you for helping us grow the Vital Wealth community.
Thank You for All You Do
Every introduction you make helps us serve more families, create more financial freedom, and carry forward the mission that started Vital Wealth.
Thank you for trusting us—and for helping others experience what proactive planning can make possible.
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.