Vital Wealth

Financial Planner

When is it open?

See weekly hours below.

From the business's Google listing, checked Oct 2026

  • Mon9:00 am - 5:00 pm
  • Tue9:00 am - 5:00 pm
  • Wed9:00 am - 5:00 pm
  • Thu9:00 am - 5:00 pm
  • Fri9:00 am - 5:00 pm
  • SatClosed
  • SunClosed

What kind of work does it do?

Financial Planner

Advanced Tax Strategies for Entrepreneurs Earning $1M+

How does the business describe itself?

Vital Wealth is a fractional family office and financial planning firm for entrepreneurs earning $1 million+ per year. We equip high-income business owners pay significantly less in taxes through proactive, year-round tax strategy and planning. We also coordinate investment management, cash flow optimization, estate planning, and wealth protection into one personalized, cohesive plan. Founded by entrepreneur Patrick Lonergan and headquartered in Clinton, Iowa, we are a virtual firm that serves clients nationwide with flat-fee planning and measurable tax savings. Through our Vital Strategies education platform and nationally streamed podcast, we share the strategies that help business owners at every level build and protect lasting wealth.

Taken from its Google listing, read Oct 2026.

What does its Google listing mention?

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Restroom
  • On-site parking
  • Free parking lot
  • Free street parking
  • Appointment recommended

Taken from its Google listing, read Oct 2026.