Open Your Account
Open Your Account
In just a couple of minutes, your account will be ready to go.
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Credit Card Account AccessVital 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.
In just a couple of minutes, your account will be ready to go.
Retirement? College expenses? A major purchase? You choose.
Take a quick survey to see which portfolio of investments are best suited for you.
Vital Wealth automatically recommends how to allocate your investments in low cost funds.
Create your own investment account
IndividualInvest your money for the long term and defer taxes.
Traditional IRAInvest your money for the long term, after tax contributions that grow tax free.
ROTH IRAIdeal for small business owners.
SEP IRATax-deferred account typically offered by small business owners
Simple IRAWhether its best-in-class technology or dedicated personal service, what matters most to you, matters most to us.
Jeff Newgard | President and CEO
While we recognize that there are a multitude of investment goals, the most common can be categorized as:
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.
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.