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About Us

Our Primary Purpose

Though tomorrow is uncertain, sound planning empowers you to weather every challenge and seize every opportunity. That’s what Tota Vita Financial Associates is all about: planning for your whole life.

Our Primary Purpose

In Latin, Tota vita means “total (or complete) life.” The Roman philosopher Seneca the Younger famously wrote about “the whole of life” as a journey from beginning to end. Though it can be daunting to stop and consider the full picture of your life, it is an essential perspective that provides a starting point to enhance your financial situation today, tomorrow, and through the next generation. We are your trusted partners through your life’s journey.

Our Story

The Tota Vita Financial Associates team brings over 30 years of combined industry experience to our clients. Based in Madison, Wisconsin, our clients extend from Milwaukee to Wausau and across the greater United States.

Client Centered

Whether you’re in Florida or California, we make it a priority to meet with our clients at least once every year. To protect our relationships and accessibility, we adhere to a set limit of clients with whom we work. This allows us to continue providing the access and resources of leading institutional firms with the personal attention of a boutique practice.

In addition to working with individual investors, business owners, and philanthropists, we specialize in helping clients through retirement and other life transitions. From receiving an inheritance, exiting from a business, or needing to building a reliable income stream and preparing for the next chapter, we can help you make wise investment decisions and navigate towards a secure financial future.

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