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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:
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Investment Management
Retirement Planning
Estate Planning
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Business Succession Planning Retirement Cash Flow Planning Education Funding Income Tax Analysis & Planning Executive Benefit Packages Risk Management Analysis
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!

