Vivuto Wealth Management is an independent, fiduciary registered investment advisory firm founded in 2010. Based in Washington, DC’s Golden Triangle, it serves small business owners and pre-retirees with advice that connects personal and business finances in one plan. Founder Joseph Punio leads every consultation and client relationship, providing continuity without handoffs to junior associates. Vivuto is registered to provide advisory services in Washington, DC, Maryland, Virginia, and Nevada, serving clients across the region and in Las Vegas.

The firm offers comprehensive financial planning, investment management, retirement planning and income strategies, Social Security timing guidance, and 401(k) and IRA rollover advice. For employers and business owners, services include retirement plan design and administration, with options such as SEP IRAs, SIMPLE IRAs, Safe Harbor 401(k)s, and Solo 401(k)s. Vivuto also provides financial planning for business owners, including succession and exit planning, as well as estate and legacy planning, estate tax planning, and charitable giving strategies.