Our mission is to help our clients achieve their own unique goals by managing their assets, preserving their wealth and building their financial legacies. We serve our clients using a consultative, team-based approach that examines all aspects of their financial lives. Our objective is to make a direct financial impact on the lives of our clients and accomplish our mission positively, while giving back to our community.

Financial Consulting

“Vitas Consulting”s financial services experts provide comprehensive, integrated solutions to the banking, securities, insurance and investment management sectors. Our team provides consulting services that help firms improve profitability, return and customer satisfaction while minimizing risks and threats.


We pride ourselves on the value we offer to our clients including fair pricing for a high quality product, superior service and game-changing insights. As trusted business advisors, we do more than accounting; we provide responsive and cost-efficient recommendations for both small and complex business needs. We are committed to keeping our local-firm values even while we strategically grow.  Our partners actively participate in our engagements. We encourage a culture of unified teamwork between our partners and staff. We cultivate and challenge our talented professionals by investing in their training, developing their unique skills and providing real time coaching.

Asset Management

Asset managers face extraordinary challenges related to profitability, shifting investor demands and new regulations in an increasingly complex market environment. However just like potential investments, the risk presented by these uncertainties also presents opportunities for rewards to those that move quickly. “Vitas Consulting” helps asset management firms and service providers focus upon the key challenges of increasing profitability, improving customer engagement and nimbly managing shifting regulations. We draw on our end-to-end transformation capabilities, as well as core strengths in management consulting, technology, analytics and outsourcing to help firms navigate complexity, volatility and cost pressures while creating sustainable competitive advantage.