I want to…

Navigate a big transition.

Life evolves, and we do our best to evolve with it. Some significant changes are defined by joy, while others bring profound grief. Navigating any major life transition is a process that requires compassion, patience, and a solid grasp of the financial issues involved.

Investment Tools

Does Your Risk Match Your Retirement Plan?

Upcoming Events

Date/Time Event
7:00 pm - 8:30 pm
Spring Into Action!
Hilton Garden Inn,
San Mateo California


Free Guides and Downloads

Sandwich Generation

Sandwich Generation Finances - Free guide

An Exclusive Three Part Series


retirement workbook homepage(4)

Get Started Today: Your Retirement Savings Workbook

Part 1 of a 3 part series - Making Sense Of Retirement Income Planning


Finding the Way - Coping with the Financial Aftermath of Spousal Loss

Articles and Resources

Ready to Take the Next Step Towards Your Financial Goals?

Click below to schedule a consultation with a Vitucci & Associates advisor matched specifically to your needs — and find out for yourself how our personalized goals-based approach to financial planning can help you build the financial future of your dreams.