Scottsdale, Ariz., Jan. 26, 2026 — Meraki Private Equity continues to expand its network of partners by joining forces with Vitale Wealth Management. To further advance the commitment to supporting high-quality, growth-oriented firms, this partnership reflects Meraki’s strategy of investing in companies that prioritize strong client relationships while pursuing long-term expansion opportunities. Vitale Wealth Management has been assisting clients since 2016 to intelligently invest their assets to help meet short and long-term needs, while looking to maintain and improve their overall financial standing.
“This partnership reflects Meraki’s commitment to backing high-quality advisory businesses at pivotal moments in their evolution,” said Jack Leach, President at Meraki Private Equity. “By improving operational infrastructure and supporting thoughtful growth initiatives, we aim to help Vitale Wealth Management continue delivering exceptional value to its clients.”
Backed by Meraki, Vitale Wealth Management is set to advance operational efficiencies, grow and develop its team, and scale its client experience capabilities. This partnership is designed to unlock regional growth opportunities while safeguarding the firm’s long-standing values of integrity, trust, and exceptional personal service.
“Meraki empowers us to better assist clients in investing their assets with purpose by balancing today’s needs with tomorrow’s opportunities,” said Joe Vitale, owner of Vitale Wealth Management. “Through improved operational efficiency and scalable infrastructure, this partnership positions our firm for sustainable growth while deepening the impact we can make for our clients.”
Meraki Private Equity is expanding its network of mission-driven, high-performing financial advisory firms, staying true to its commitment to long-term, principle-based development.
For more information about Meraki Private Equity and its portfolio, visit http://mprivateequity.com/.
Media Contact:
Tessa Trettel, Director of Partnerships, Meraki Private Equity
ttrettel@mprivateequity.com | 952.777.3690
