About Our Practice

At J. Vitucci Financial Services, Inc., we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your goals.  Founded by husband and wife team Jason and Sonia Vitucci, J. Vitucci Financial Services is a boutique wealth management practice specializing in fee-based investment management, sound tax advice, and developing individualized strategies.

 

We achieve this through our 3 fundamental absolutes:

Integrated -- The traditional nature of the financial services industry is such that each element operates independently of the other. Consequently people have separate and disparate plans for Tax, investments, and financial & estate planning.  Our service integrates these by using our in-house team to address and evaluate your current financial condition and take full advantage of the overlapping areas of personal finance.  This has allowed us to add significant value to all of our client relationships by addressing pitfalls and opportunities ahead of time.

Independent --  As an independent financial advisor, we work impartially for our clients rather than representing a specific insurance company, bank, or Wall Street wirehouse.  This places us in an unbiased postion--right on Main Street as independent business owners.  As an independent financial advisory firm, we also enjoy the autonomy to offer clients the most suitable options to achieve their financial goals without being constrained by cookie-cutter plans or corporate agendas. It is this independent and objective approach that builds trust in our client relationships and allows you to be confident that the strategies employed to help you reach your goals are recommended without bias.

Invested in Our Relationship -- In the same vein as our independence, being a fee-based financial advisor puts us on the same side of the table as our clients.  Investment advisors owe their clients an ongoing fiduciary duty to provide full and complete disclosure of all fees, conflicts of interest, and if so authorized, to recommend investments with only their clients' best interests in mind. This is the objectivity afforded by working with an independent financial consultant. Working with a fee-based advisor keeps you less reliant on product salespeople, generic financial tips, or the word on the street.

 

 

 

 

 

 

 

Our broker dealer, First Allied Securities, Inc., is one of the leading full-service independent brokerage firms in the nation.  J.Vitucci Financial Services, Inc. operates independently of First Allied Securities.

Staff Photography by Eric Carlson