Vital IntroductionsFee-only · SEC-registered RIA · CRD 300811
Find your fee-only advisor match in about 2 minutes
Answer 5 quick questions. We show you which Vital Investment Management advisor fits your situation, and you can book time right away.
- No commissions
- One firm, not a lead marketplace
- Zoom or in person
You would meet one of our five advisors, chosen by your answers.
For households with $1M+ in investable assets or $250k+ in income. In person in Northern Colorado and coastal New England, by Zoom anywhere in the U.S.
What do you want help with first?
Loading the questionnaire… If it does not appear, call (970) 776-3316.
- No cost to answer
- No obligation
- We never sell your information
How it works
Answer 5 quick questions
What you want help with, where you live, a rough asset range, and timing. No account numbers.
See who you would meet
Your answers point to one advisor at Vital Investment Management whose work fits your situation.
Book a first conversation
Pick a time on their calendar, or we call you within one business day to set one up.
Who you may meet
Rusty Tredwell
New England wealth
Dillon Goodman, CPA, CFP®
Business owners
Cindy Bragdon, CFP®
Estate planning
Brian Nienhaus
Business owners and retirement
David Eads, CFP®
CEO
All are supervised persons of Vital Investment Management, LLC, a fee-only registered investment adviser in Loveland, CO with an office in Marblehead, MA. You do not pick from a directory of other firms.
Quick answers
Is this a marketplace that sends my info to several firms?
No. Vital Introductions is a brand of one firm, Vital Investment Management, LLC. Your answers go only to our team, and we introduce you to one of our own advisors. That also means we have a conflict of interest: we have an incentive to accept a qualified household as our client.
Who is this for?
U.S. households with at least $1,000,000 in investable assets or at least $250,000 in annual income. Home equity does not count as investable assets. If you are below that, we will tell you honestly.
How are you paid?
We are fee-only: clients pay us under a written advisory agreement, and we take no commissions. Fees, services, and conflicts are described in our Form ADV Part 2A and Form CRS, which your advisor will walk through with you. Search CRD 300811 on adviserinfo.sec.gov.
Does answering make me a client?
No. Answering is an introduction request. Advice and asset management begin only after you sign a written advisory agreement. We do not guarantee a meeting or any investment result.
Can I just call?
Yes. Call (970) 776-3316 during business hours (Mountain Time).