Questionnaire

Tell us about the household

We use a structured intake and a hard money gate. If no advisor fits, we will not force a match.

1. Meeting2. Location3. Assets4. Income5. Needs6. Timeline7. Advisor today8. Household9. Contact10. Consent

How would you like to meet?Zoom onlyIn person, Northern ColoradoIn person, coastal New EnglandEither Zoom or in person

Where is the household?

US state

City (optional)

Investable assets to manage

Investable assets, not net worth and not home equity.

Under $1,000,000$1,000,000–$1,999,999$2,000,000–$4,999,999$5,000,000–$9,999,999$10,000,000+

Annual household incomeUnder $250,000$250,000–$499,999$500,000–$999,999$1,000,000–$1,999,999$2,000,000+

What do you need help with?Retirement planningTax-aware planningLiquidity eventsConcentrated stockEquity compensationBusiness owner planningEstate and legacyInvestment management

TimelineWithin 30 days1 to 3 months3 to 6 months6 to 12 monthsJust browsing

Do you already have an advisor?YesNo

Household stageBuilding wealthPeak earning yearsApproaching retirementRecently retiredLiquidity event or inheritanceHousehold is a minor / I am under 18

How should we reach you?

Email

Phone

Anything we should know?

ConsentI have read the Disclosures, Terms of Use, and Privacy Policy. I understand that submitting this form requests an introduction through Vital Investment Management, LLC, does not by itself create an advisory relationship, and does not guarantee a match, a meeting, a client relationship, or any investment result. Read Disclosures, Terms, and Privacy.I agree to receive optional email about Vital Introductions and Vital Investment Management, LLC that is not required to process this request. I can unsubscribe at any time. Submitting this form still lets us email you about this specific introduction request.I agree that Vital Investment Management, LLC or a supervised person of the firm may contact me by SMS at the number I provided about this introduction request. Message frequency varies. Message and data rates may apply. Consent is not a condition of using this service. Reply STOP to opt out and HELP for help. This draft does not operate a live SMS program.

Email marketing consent and SMS consent are optional and are not required to submit this request. See the Communications Policy.

Vital Introductions

A boutique introduction service of Vital Investment Management, LLC for US households with at least $1,000,000 in investable assets or at least $250,000 in annual income.

A service of Vital Investment Management, LLC, an SEC-registered investment adviser. 4045 St. Cloud Drive, Suite 220, Loveland, CO 80538. CRD 300811. (970) 776-3316.

Review the firm on Investor.gov

Company

Advisors Estate Planning Specialist How matching works Locations For advisors

Legal

Legal library Disclosures Privacy Terms Cookies Communications Advisor participation Complaints

Vital Introductions is a service of Vital Investment Management, LLC, an SEC-registered investment adviser with a principal office in Loveland, CO. Firm CRD 300811.

Vital Investment Management, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser (CRD 300811, SEC file 801-114889). Vital Introductions is a brand of that firm, not a separately registered adviser. SEC registration is a fact. It is not an approval, endorsement, or guarantee by the SEC or any state, and it does not imply a certain level of skill or training.

Vital Investment Management, LLC is compensated by clients under its advisory agreements, as described in its Form ADV and Form CRS. Vital Introductions does not sell the same household to a marketplace of unaffiliated firms.

Vital Investment Management, LLC has a material conflict: it has an incentive to accept a qualified household as its own advisory client. Exclusive routing through Vital is an intake rule, not a representation that Vital is the only fit, the lowest-cost fit, or the best fit.

Matching uses information you self-report. We do not independently verify your finances before an introduction request is reviewed.

The Vital Introductions website and questionnaire do not manage assets and do not provide investment, tax, or legal advice. Investment advice and asset management, if any, are provided only after Vital Investment Management, LLC accepts you as a client under a written advisory agreement.

Before engaging Vital Investment Management, LLC, review that firm's Form ADV and Form CRS, which describe services, fees, conflicts, and disciplinary history. Search CRD 300811 on Investor.gov or adviserinfo.sec.gov. You will also receive those documents when you become a client, as required.