Vital Wealth
Before you go
Weekly hours
- Mon9:00 am - 5:00 pm
- Tue9:00 am - 5:00 pm
- Wed9:00 am - 5:00 pm
- Thu9:00 am - 5:00 pm
- Fri9:00 am - 5:00 pm
- SatClosed
- SunClosed
From the business's Google listing, checked Oct 2026. Page updated 21 October 2026.
About this business
Category: Financial Planner
Advanced Tax Strategies for Entrepreneurs Earning $1M+
From its Google listing
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.
These are the business's own words from its Google listing, checked October 2026.
What the listing mentions
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Restroom
- On-site parking
- Free parking lot
- Free street parking
- Appointment recommended
From its Google listing, checked October 2026.