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Financial consulting in Milwaukee, WI

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Vitalize Capital Management

Vitalize Capital Management (VCM) understands that everyone's financial situation is unique to them. That's why we specialize in offering customized financial planning and investment management for Generation X & Y individuals, families, and business across the US. In addition to this our firm values the fact that we are independent and fee-only. This means we don't sell you anything and only provide detail oriented advice catered to your lifestyle and hold no allegiance to any specific financial product(s). We are simply here to help you make the best unbiased financial decisions as possible.

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(414) 253-2415
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High Point Capital Group

At High Point Capital Group, we help individuals, families, and businesses build confidence in their financial future through personalized financial planning and wealth management. Our experienced team provides comprehensive services including retirement planning, investment management, estate planning, insurance, business retirement plans, and cash flow strategies tailored to your unique goals. We also specialize in Medicare and health insurance planning, helping clients navigate Medicare enrollment, supplemental plans, Medicare Advantage, prescription drug coverage, and individual health insurance options. As an independent firm, we're committed to objective advice, personalized service, and building long-term relationships that put your best interests first.

Edward Jones - Financial Advisor: Scott Cayo

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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