Helping You Achieve Your Goals and Dreams
Welcome! As an Assante advisor, my goal is to help my clients build and preserve their wealth. I specialize in providing comprehensive financial advice tailored to my clients' unique needs and goals.
Assante is one of the largest professional services firms in wealth management, supporting over 800 advisors who oversee approximately $21 billion in assets for 300,000 clients and their families nationwide. We believe that clients are better served by a comprehensive approach to planning that incorporates all aspects of their financial lives - risk management, estate planning, and tax planning as well as investment management.
Please take a few moments to browse my website and learn more about Assante and how I can help you achieve financial independence and peace of mind with an integrated approach to managing your wealth. I would be happy to discuss how we can work together to create a strategy that meets your needs - now and for the future. Contact me today for a confidential conversation.
- Vytas Valaitis
Vytas is an Accretive Elite Advisor - a member of a select group who are most committed to their clients and craft. To learn more about the Accretive process, please click here.