Financial Planner
- Address
- 132 6th Ave S, Clinton, IA 52732
- Phone
- (563) 243-4000
- Website
- vitalwealth.com
Hours
| Monday | 9:00 am - 5:00 pm |
|---|---|
| Tuesday | 9:00 am - 5:00 pm |
| Wednesday | 9:00 am - 5:00 pm |
| Thursday | 9:00 am - 5:00 pm |
| Friday | 9:00 am - 5:00 pm |
| Saturday | Closed |
| Sunday | Closed |
From the business's Google listing, checked Oct 2026.
In the business's own words
Vital Wealth is a fractional family office and financial planning firm for entrepreneurs earning $1 million+ per year. We equip high-income business owners pay significantly less in taxes through proactive, year-round tax strategy and planning. We also coordinate investment management, cash flow optimization, estate planning, and wealth protection into one personalized, cohesive plan. Founded by entrepreneur Patrick Lonergan and headquartered in Clinton, Iowa, we are a virtual firm that serves clients nationwide with flat-fee planning and measurable tax savings. Through our Vital Strategies education platform and nationally streamed podcast, we share the strategies that help business owners at every level build and protect lasting wealth.
From the business's own words on its Google listing, October 2026.
What this listing mentions
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Restroom
- Onsite parking
- Parking lot free
- Parking street free
- Appointment recommended
From the business's own words on its Google listing, October 2026.