Jon Goodman

Erin has a special interest in working with women ages 50’s and beyond, in their “season of you,” where Partnership, Purpose, and Peace of Mind are so valuable. “I find great satisfaction serving as a woman’s financial partner and go-to, building relationship and supporting her through all the ups and downs life and finances bring- whether it’s practical things like explaining a mortgage disclosure in plain English or filling out paperwork together; or the more soulful questions like where would she love to live at this stage of her life or how to balance helping her kids while keeping her future secure. That’s the stuff that keeps me saying I have the best job in the world.” In her own season of you Erin enjoys live baseball, playing golf, and all things summer. She proudly wears the title “Gramma” and lives with her partner Frank and their pups in a home she calls “Holiday House.”

Dynamic, client-focused CFP® professional, Investment Advisor, and attorney who thrives to deliver a best-in-class client experience. I’ve spent 20 years in finance, including twelve years on the legal side (financial restructuring, bankruptcy, structured and municipal finance), and I’m serving clients as a fiduciary financial planner and investment advisor. I'm responsible for all aspects of my clients’ financial planning needs, including creating detailed financial plans, estate planning strategy, tax strategy, and portfolio management. Successfully self-published my first book (www.bepthebook.com) and co-hosted my first podcast on real estate and personal finance (Dollars & Dwellings — available on Apple and Spotify). I’m a member of the Estate Planning Council of Rhode Island, the Rhode Island Chapter of the Financial Planning Association, and a member of the Rhode Island Foundation’s Professional Advisory Council.

What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters. "I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. Vita Wealth Management is a full service wealth management and tax firm. Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.

Alec Lindenauer is a Wealth Management Advisor and principal of The Wynn-Lindenauer Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alec focuses on holistic wealth management, encompassing investment management, retirement and estate planning, asset preservation, liability management, philanthropy, and corporate services. With over 20 years of experience in financial services since beginning his career in 2005, Alec provides guidance tailored to the diverse needs of affluent families, corporations, endowments, and foundations. As part of a mother-son advisory team, he brings a unique perspective on family wealth dynamics and specializes in areas such as divorce transition planning, education planning, legacy planning, liquidity management, and philanthropic planning. Prior to his financial services career, Alec gained business experience by launching two companies over nine years, equipping him to assist clients with specialized business issues. Alec earned his bachelor’s degree from the University of Florida. He is involved in the professional organization Cents of Responsibility and is an active participant in community efforts to help parents teach their children about money. Outside of work, Alec enjoys biking, golfing, hiking, photography, racquetball, rock climbing, skiing, traveling, watching movies, and spending time with his wife and two daughters.