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Open Your Account
In just a couple of minutes, your account will be ready to go.
Vital Wealth
Personal Investing Made Simple
Vital Wealth is an easy-to-use, online platform that lets you open investment accounts quickly and easily. With just a few clicks, you'll be on your way to pursuing your investment goals.
How Vital Wealth Works...
Select
a Goal
Select a Goal
Retirement? College expenses? A major purchase? You choose.
Assess Your
Risk Tolerance
Assess Your Risk Tolerance
Take a quick survey to see which portfolio of investments are best suited for you.
Allocate Assets
Allocate Assets
Vital Wealth automatically recommends how to allocate your investments in low cost funds.
Select the account type that works best for you
Individual
Create your own investment account
Individual
Traditional IRA
Invest your money for the long term and defer taxes.
Traditional IRA
ROTH IRA
Invest your money for the long term, after tax contributions that grow tax free.
ROTH IRA
SEP IRA
Ideal for small business owners.
SEP IRA
Simple IRA
Tax-deferred account typically offered by small business owners
Simple IRA
Whether its best-in-class technology or dedicated personal service, what matters most to you, matters most to us.
Jeff Newgard | President and CEO
Let's talk about your financial goals
While we recognize that there are a multitude of investment goals, the most common can be categorized as:
- Retirement
- Major Purchases
- Educational Savings
- General Savings
- Emergency Savings
Our Vital Wealth advisors have partnered with experts in the design of six diversified model portfolios. These portfolios utilize a 'glide path' model to assist in managing portfolio risk over the life of the investment goal.
Certain products are not insured by the FDIC; are not deposits or other obligations of the institution, and are not guaranteed by the institution; they are subject to investment risks, including possible loss of the principal invested.
Questions?
Get in touch with a Vital Wealth advisor
We are ready to help you reach your investment goals.
For additional information, you can download a Vital Wealth brochure.