Home
Manhattan Beach Financial Advisors You Can Trust
A wealth management firm focused on helping you realize your dreams.
We work with successful individuals and families to understand what they value most in life and help them experience the joy of living their best life.
Finances can feel daunting and intimidating.
We strive to bring excitement, satisfaction, and freedom to your finances.
Life happens, we know this all too well. At Vita Wealth Advisors we take a custom approach to your financial plan. It’s not all about numbers and returns. We strive to understand what our clients value most in life and craft a plan that is in alignment with those values. Whether it’s
travel, funding your grandkids’ education, or just making sure you won’t outlive your wealth, we will help you achieve your goals in a manner that is stress free and exciting at the same time.
Our Process
We learn about you. What do you value most? What is most important to you? What scares you when it comes to finance? We also educate you about your options, and investment strategies.
We analyze your current financial state and plan a strategy to align your finances with your goals and values. We become your trusted and responsive partner when it comes to financial
decisions.
We want you to be confident, secure, and excited. Yes we said it, excited about your financial plan. We will develop a comprehensive wealth strategy that will allow you to realize your dreams.
We Know...
Financial advisors can be intimidating, making you feel insecure.
Large firms have a high turnover rate and often bounce clients around from advisor to advisor.
Not every investment is for everyone.
We Promise...
To make you feel comfortable. We want our clients to understand their financial plan.
A different kind of wealth management experience. We work closely with our clients and strive to build enduring and generational relationships.
Our clients’ values are at our core. We get to know our clients, to understand what they value, what their comfort level is for risk, and what their goals are so we can craft a tailored wealth plan just for them.
A Boutique Firm
Founded by Jessie Hale, Vita is a boutique wealth management firm backed by the foundational
strength of the largest RIA custodian. Focusing on fewer clients means we have more time to
devote to providing a tailored experience for each of them. Whether it is specialized analysis to
get you through a life change, or a customized investment plan, our clients know they can count
on us for a wealth management experience tailored to their unique needs.