Vitucci & Associates, Bay Area Independent Financial Advisors, has been serving investors for more than 20 years, providing clients a full spectrum of financial services. Our specialty is comprehensive financial planning and wealth management consulting with core competencies in portfolio management and retirement planning.
It is our conviction that retirement planning, education funding, tax strategies, and estate planning should be vital priorities for individuals, couples and families because of the substantial impact on long-term financial success.
Financial plans are custom tailored to meet the specific needs and goals of each client and investments are managed through active asset allocation. This approach allows for regular portfolio redeployment based on changing market conditions and the client’s tolerance for risk.