Vitae Wealth Management LLC

Vitae Wealth Management LLC Knowledge, Skill, Dedication and Focus

We seek to empower our clients, we believe when you under Trust matters. Experience matters. FINRA 2273

Your Life, Our Expertise, One Focus

When it comes to seeking guidance on the things you hold close-your family’s future, your personal dreams-relationships matter. The advisers at Vitae Wealth Management are a combination of all these strengths, delivering holistic, world-class wealth management solutions to individuals, families and businesses. Our approach is comfortable, needs-based and, mos

t importantly, centered on the biggest piece of the equation: you. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Vitae Wealth Management and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 413-754-3212. This email service may not be monitored every day, or after normal business hours. Information to consider when your representative changes firms.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
12/18/2024

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

\$100 not spent is more like \$143. Intrigued?
12/16/2024

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Tax time can be a good time to give your household budget a checkup.
12/13/2024

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

How long will your retirement money last with regular withdrawals? Have you run the numbers?
12/11/2024

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

An ILIT could play a role in your estate strategy.
12/09/2024

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

There are four basic steps to calculating the value of an estate.
12/06/2024

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.
12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 U.S. Markets Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance. The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the N...

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
12/04/2024

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
12/02/2024

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Your ideal may differ from reality, but we can work together to better align the two.
11/29/2024

Your ideal may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

What does it actually cost to raise a child? You might be surprised.
11/27/2024

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Could your portfolio benefit from a zero-coupon bond?
11/22/2024

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Address

734 Longmeadow Street
Longmeadow, MA
01106

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 8am - 5pm
Thursday 7am - 5pm
Friday 7am - 2pm
Saturday 1pm - 4pm

Telephone

+14135196988

Website

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