The only one who matters in our discussions is you. Your needs, your goals, your peace of mind. With this focus, we ask questions, we assess, we confer and we implement. The result is a personalized, comprehensive action plan that limits risk and enhances opportunity.

The more complete our understanding, the more comprehensive our solution. Vista's Wealth Management Process begins with a single step, the Discovery meeting, and proceeds through a series that builds our relationship, defines your needs, and constructs a comprehensive plan.

OUR PROCESS

Every client is unique but the process is always the same:

Our Process

VISTA CLIENTS ENJOY THE FOLLOWING SERVICES:

INVESTMENT MANAGEMENT

  • Asset Allocation
  • Asset Location
  • Concentrated Positions
  • Investment Execution
  • Tax Loss Harvesting
  • Rebalancing

ADVANCED PLANNING

  • Cash Flow/Budgeting
  • Income-Gift-Estate Taxes
  • College
  • Charitable
  • Insurance
  • Retirement

RELATIONSHIP

  • Dedicated Advisor and Support Team
  • Coordination with Other Professionals
  • Monthly Education Pieces
  • Quarterly Meetings or As Needed

The depth of our team and combined years of experience practicing in the areas of financial planning, investment strategy, tax and insurance make us uniquely qualified to be your single family wealth solution.

MEET OUR EXTRAORDINARY ADVISORS

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