Vital Investment Management
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Contact

Schedule a discovery call with Rusty.

Thirty to forty-five minutes. Confidential. No product pitch. Tell us what the business is doing to your nights, and we will tell you whether we can help.

Meet with Rusty

Request a conversation

We typically respond within one business day.

Cash, taxes, a possible sale, succession, or building wealth outside the company: whatever is actually on your mind.

Preferred contact method

Or book a time on the Acuity calendar.

Submitting this form does not create an advisory relationship. We will not share your information, and there is no obligation to become a client.

What to expect

  • No pressure to become a client or move assets.
  • You are speaking with a fee-only fiduciary firm.
  • What you share stays confidential.
  • If we are not the right fit, we will say so and point you toward a better next step.

Call (617) 992-0305

Service Team (970) 776-3316

80 Front St, Marblehead, MA 01945

Monday–Thursday, 8:00 a.m.–5:00 p.m. ET; Friday, 8:00 a.m.–3:00 p.m. ET

SEC-registered RIA · CRD #300811

Client access

Existing clients can open Schwab or the financial planning portal.

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Schedule online

Book a small-business consult with Rusty Tredwell.

Meet with Rusty

Prefer a new window? Open the Acuity scheduler.

Vital Investment Management

80 Front St, Marblehead, MA 01945
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Meet with Rusty