VF WEALTH MANAGEMENT

VF Wealth Management was founded in 2021 by Greg Vitale and Peter Franklin. Utilizing their combined multi decade experience in tax preparation/ consulting and financial planning they wanted to create a firm that would allow clients to come to one place to receive comprehensive tax and financial planning. The firm believes that tax planning and wealth management are extremely correlated. Time is spent to get to know you and your needs before developing an individualized plan that will serve you and your financial goals... Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Primary location: Davie United States