MOCKUP, not live
Vital Investment Management About the firm   Schedule a meeting   Contact

Lighthouse stays, per David. This mockup only changes the type and the buttons.

Portland Head Light, kept

A fee only fiduciary in Marblehead and in Loveland.

Rusty Tredwell, Senior Financial Advisor, leads the New England office. Over $333 million in assets under management as of August 14, 2026. over $333M ยท as of Aug 14, 2026

Meet with Rusty Call (617) 992-0305

The snapshot and the organizer are no longer the primary buttons. The photograph does not change.