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

Pleasanton

5000 Hopyard Road
Suite 460
Pleasanton, CA 94588

San Francisco

88 Kearny Street
Suite 1700
San Francisco, CA 94108

Scottsdale

7702 East Doubletree Ranch Road
Suite 300
Scottsdale, AZ 85258