Discussing your wealth and choosing an advisor are very personal subjects; so let’s take this conversation to a more personal setting.

Prospective clients, feel free to contact us at the number or email provided or just complete the template below and a Vistan will be in touch shortly.

We look forward to hearing from you!

*Required information

Minimum account size starts at $1 million of investible assets. Vista also
takes into consideration private stock and other appreciated assets.

Palo Alto (Headquarters)

2000 University Avenue
Suite 201
Palo Alto, CA 94303
d: 650.252.0550
f: 844.811.6429


5000 Hopyard Road
Suite 460
Pleasanton, CA 94588

San Francisco

88 Kearny Street
Suite 1700
San Francisco, CA 94108


7702 East Doubletree Ranch Road
Suite 300
Scottsdale, AZ 85258