Vitucci & Associates focus is individual and company portfolio management with an emphasis on retirement planning. Investments are managed via active asset allocation. This approach allows for regular portfolio redeployment based on changing market conditions and the client’s tolerance for risk.
Our financial management process begins with a complimentary, no obligation conference and in-depth evaluation to determine your current financial situation, overall goals, and objectives. You may often regard the myriad of financial options open to you as complex and confusing. Our purpose is to help remove the mystery and alleviate the stress associated with investment, risk management, retirement planning and educational funding. The choices often seem infinite and it is our responsibility to assist you in the acquisition of the information helpful to achieve your financial vision. Our aim is to help build a long term, trusting relationship with you.
In light of currently shifting economic conditions and market fluctuations, we invest judiciously for you. Performance can be monitored 24/7 via provider websites and/or posted quarterly statements. We also recommend quarterly reviews or phone consultations to address questions surrounding strategy, portfolio performance, and market conditions or changes. We are always available to field your questions.
Our Core Services
Service that we can provide for you are:
- Investment Vehicles – Independent Fee Based
- Retirement Planning
- Estate Planning
- College Savings
- Tax Strategies
- Insurance – Life, Long Term Care, Disability, Group Health
Our trusted financial advisors are available to meet with clients in any of our Bay Area office locations which include the Walnut Creek headquarters, San Francisco, San Bruno, San Jose, Pleasanton, Sacramento, Sonoma, Monterey (Seaside),San Mateo, Cupertino, San Rafael, Marin, Santa Rosa, Fairfield, Scotts Valley as well as your home or office.
Active Asset Allocation does not guarantee a profit or assure favorable results. It does not eliminate the risk of investment losses.
United Planners does not provide tax or legal advice. Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.