MOCKUP, not live
Why Rusty and the Vital team
Serious capital. A neighbor's voice.
- Rusty Tredwell, Senior Financial Advisor, Marblehead.
- Nearly fifteen years as a Senior Vice President at PIMCO, after a decade at Fidelity. That is a resume, not a promise about your account.
- Same firm as Loveland. Not a franchise desk.
Disclosures
Fee only fiduciary
CRD 300811
ADV and Form CRS
Offices
80 Front Street, Marblehead
4045 St. Cloud Drive, Suite 220, Loveland
Talk
(617) 992-0305
(970) 776-3316
Assets
Over $333 million as of August 14, 2026
over $333M ยท as of Aug 14, 2026