Jarodd White to specialize in providing fee-only independent financial planning and investment management for Generation X & Y individuals, families, and businesses across the US.
Milwaukee, WI – December 2, 2019 – Vitalize Capital Management (VCM), a new financial planning and investment management firm founded by Jarodd White, is set to open its doors with the help of XY Planning Network (XYPN), the nation’s leading organization of fee-only financial planners. VCM will bring its custom-tailored financial solutions to professional Gen X & Y individuals, families, and businesses across the US.
“This is a market that has been for many years underserved and given minimum access to financial planning and investment management. With Vitalize Capital Management, I want to bring high-end financial planning and customized portfolio construction, face-to-face and virtually, to professional Gen X & Y households everywhere. VCM will bring customized financial solutions to its clients that were once only available to high net worth households,” said Jarodd White.
Jarodd White joins the industry after 8 years of working in the financial industry. Jarodd began his financial services career selling various types of life insurance. To further his knowledge and to gain a more diverse background within the financial services arena, he pivoted roles and spent 3 years in financial operations where he was able to develop a thorough understanding of the back-office and logistics of financial planning and investment management. Most recently, Jarodd has spent 3 years servicing high net worth business owners and medical professionals by constructing financial plans and building customized investment portfolios. After helping a wide array of people throughout his career, Jarodd envisions VCM will help to continue his mission of bringing customized financial planning and portfolio construction to professional Gen X & Y households everywhere.
XY Planning Network kicked off a movement in 2014 to make financial planning accessible to the underserved Generation X and Y populations by using a monthly subscription model, rather than the traditional Assets Under Management (AUM) compensation structure. Charging a fixed or hourly fee ensures advisors work in the best interest of clients rather than for personal gain. As a member of XYPN, Jarodd White was required to sign a fiduciary oath, among other membership standards.
XY Planning Network offers a virtual community for new and established financial advisors, providing members with invaluable support in areas such as compliance, marketing, and business coaching. Additionally, members benefit from a wide range of technology solutions to support their firms and clients.
To learn more about Vitalize Capital Management, please visit www.vitalizecm.com.
About Vitalize Capital Management
Vitalize Capital Management (www.vitalizecm.com) is an independent, fee-only, unbiased, and customized financial planning & investment management firm. Vitalize Capital Management understands that everyone’s financial situation is unique. That’s why we bring high-end customized financial planning and investment management with no asset minimums to Gen X & Y individuals, families, and businesses across the US. VCM has no allegiance to any particular financial product and/or institution. We simply offer the best solutions for our client’s situation without bias. VCM is dedicated to bringing high-end customized investment and portfolio construction, alongside thorough and detailed financial planning for each and every client. Whether you’re a recent college graduate, a seasoned worker, preparing for retirement, or actively retired, VCM is here to help answer any questions and ease any concerns, worries, fears, and uncertainties that you may have, no matter what stage you are in life.
About XY Planning Network
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
Name: Jarodd White
Email: Send Email
Organization: Vitalize Capital Management
Address: 8112 W Lisbon Ave, Milwaukee, WI 53222, United States
Release ID: 88936776