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Vital Wealth Clinton

Published date: July 27, 2026
  • Location: Clinton, Iowa, United States
Vital Wealth
Vital Wealth

Vital Wealth


 


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. 


 


Address:


132 6th Ave S, Clinton, IA 52732, United States


 


Phone Number:


+1 563-243-4000


 


Website:


http://www.vitalwealth.com/


 


Business Hours:


Monday: 9:00am-5:00pm


Tuesday: 9:00am-5:00pm


Wednesday: 9:00am-5:00pm


Thursday: 9:00am-5:00pm


Friday: 9:00am-5:00pm


Saturday: Closed


Sunday: Closed


 


Services:


Financial Planner


 


Specialties:


Tax Strategy, Cash Flow Optimization, Wealth Protection, Investment Strategy


 


Payment Methods: 


Check, Credit Cards, Debit Cards, ****, ATM / Debit, Mastercard, AMEX, Paypal, Discover


 


YouTube:


https://www.youtube.com/watch?v=izmGop98e9w


 


LinkedIn:


https://www.linkedin.com/company/vital-wealth/


 


Instagram:


https://www.instagram.com/vital.strategies


 


Keywords:


tax strategy near me, tax planning iowa, investment management near me, wealth protection near me, estate planning near me, business tax planning, wealth management iowa, wealth management near me, portfolio management near me, retirement planning near me  


 


Keywords: tax strategy near me, tax planning iowa. investment management near me. wealth protection near me, estate planning near me, business tax planning, wealth management iowa, wealth management near me, portfolio management near me, retirement planning near me

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  • This site is never involved in any transaction, and does not handle payments, shipping, guarantee transactions, provide escrow services, or offer "buyer protection" or "seller certification"

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