Ben

Ben

Successful technology entrepreneur planning for an IPO.

Priya and Ajay

Priya and Ajay

Retired with significant wealth, needed a fresh set of eyes to review their multiple entity structures.

David and Sara

David and Sara

Busy with careers and children, decided it was time to engage a team to get all of their planning in order.

Christina

Christina

Coming out of a difficult divorce, needed her own team to protect her interests.

At Vista, we cannot begin to consider advising you on how to invest
your assets and manage your wealth without getting to know you.

We need to understand your values, short-mid-long term goals, family dynamics, assets, liabilities, spending habits, tax situation and legacy you wish to leave behind.

This is not easy work but necessary in order to construct a comprehensive and complete plan that is built for you (and your family). Without going through this comprehensive process of discovery, we cannot imagine how to responsibly advise you on investing your assets and other important areas of personal finance.

YOUR PLAN

The one thing we can assure you is that the plan we all agree to execute from the start will not be the exact plan that you end up with. As the saying goes “life happens,” there will be times when we get surprised by both positive and negative events in life. That’s why our plans are a starting point that do not remain static but rather live and continue to be updated, as life happens to make sure that you are on track and course correcting when needed.

Assets Needed vs. Your Actual Assets