wealth management


supporting your values. building on your success.

An effective wealth management strategy should not only meet your personal, family and business goals but reflect who you are, how you live and what’s most important to you. As independent advisors to high net-worth professionals, families, and businesses, Vitale Caturano takes a personalized approach to wealth planning that’s tailored to your unique circumstances. More than just planning for short-and long-term goals, we look at your whole picture—from your lifestyle choices and spending habits to your personal values and the causes you champion—to design an integrated strategy that fits your current lifestyle and delivers maximum impact for the future.

an experienced perspective. for all your life's needs.

Our clients benefit from the experience, perspective and innovative thinking of some of the industry’s leading financial and estate planners. From tax minimization strategies to education funding to retirement distribution and trust design, we provide a comprehensive array of services—on a fee-only basis—to help you plan, manage and protect your personal wealth.

Market Insight "How Wall Street is Manufacturing Inflation"

Market Insight "K.I.S.S.ing the Municipal Bond Market"

Market Insight "Black Monday or Light Gray?"

Market Insight "Investors Face Lessened Risks Ahead"

Let us help you design a Wealth Management strategy that meets all your life’s needs, including:

Investment Management
& Research*

Customized asset allocation, manager
search and portfolio construction,
tax-efficient portfolio transition services,
independent fee-based asset
management, concentrated stock risk
management, alternative investments

Retirement Planning

Distribution strategies for IRAs and
qualified plans, beneficiary planning,
Roth IRA planning

Estate Planning

Asset protection, trusts, gift programs,
philanthropic planning, tax minimization,
wealth transfer 

Business Succession Planning

Retirement Cash Flow Planning  

Education Funding

Income Tax Analysis & Planning

Executive Benefit Packages
& Stock Option Planning

Risk Management Analysis 

Life insurance, disability insurance, home
insurance, auto insurance, long-term care

Family Office Services

*VC&C Capital Advisers, LLC is a Registered Investment Advisory firm owned by Vitale, Caturano & Company, Ltd.

 

your contact

Peter T. Jaworski
Shareholder

The wealth management service team proactively communicates with my asset manager so everyone's always on the same page. They make it easy for me to work with them.

 
- Dr. David Rattner
Physician

Conversations with Jeff

Listen to a recent conversation with Jeff Korzenik, CIO, and our clients regarding Stock Market Updates

 . . . and don't forget to check Jeff's blog
(in)efficient frontiers