Who is on this page?
Vital Wealth, listed as Financial Planner.
Vital Wealth
How do you call them?
Where is the office?
132 6th Ave S, Clinton, IA 52732 Open in your maps app
Is there a website on file?
When is it open?
| Mon | 9:00 am - 5:00 pm |
|---|---|
| Tue | 9:00 am - 5:00 pm |
| Wed | 9:00 am - 5:00 pm |
| Thu | 9:00 am - 5:00 pm |
| Fri | 9:00 am - 5:00 pm |
| Sat | Closed |
| Sun | Closed |
From the business's Google listing, checked Oct 2026.
Google listing description
Vital Wealth is a fractional family office and financial planning firm for entrepreneurs earning $1 million+ per year. We equip high-income business owners pay significantly less in taxes through proactive, year-round tax strategy and planning. We also coordinate investment management, cash flow optimization, estate planning, and wealth protection into one personalized, cohesive plan. Founded by entrepreneur Patrick Lonergan and headquartered in Clinton, Iowa, we are a virtual firm that serves clients nationwide with flat-fee planning and measurable tax savings. Through our Vital Strategies education platform and nationally streamed podcast, we share the strategies that help business owners at every level build and protect lasting wealth.
These are the business's own words from its Google listing. From the business's Google listing, Oct 2026.
What does the listing mention?
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Restroom
- On-site parking
- Free parking lot
- Free street parking
- Appointment recommended
From the business's Google listing, Oct 2026.