The VISTA Approach

One point of contact.

Your wealth management needs are unique. That’s why a member of our team serves as your family’s personal advisor. This single-point-of-contact approach ensures that you always work with someone who has a deep understanding of your situation and goals, someone sensitive to the personal and family dynamics that influence investment planning choices.

A dedicated team of specialists.

Your advisor is backed by a team of wealth management specialists who work together to tailor solutions to your specific needs. As your goals and requirements evolve, your team evolves accordingly. And to help ensure you always receive the dedicated attention you deserve, each advisor serves a limited number of client families. 

Objectivity. Efficiency. Discretion.

These are core values at VISTA Wealth Management. Each member of your team adheres to a strict code of ethics and takes personal responsibility for meeting the highest standards of our profession. You can rest assured that your affairs are always handled with the utmost confidentiality and concern for your family's privacy.

Regular reviews and communication.

We believe open, regular communication is crucial to financial success and family harmony. In addition to regular client meetings, we encourage you to let us coordinate and facilitate well-planned annual meetings. During these meetings, your VISTA advisor will review and discuss any changes in your family’s circumstances, financial performance, and service satisfaction levels, as well as goals and expectations for the coming year.

Fairness & Clarity in Cost.

Because we work with a large portion of our client's assets, we are able to provide comprehensive investment planning with fair pricing. A custom pricing schedule is clearly defined for each client--based upon account structures, services provided, and asset size.

Committed to you.

The members of our practice are proud to be affiliated with Wells Fargo Advisors Financial Network, part of one of the largest, most respected financial institutions in the world. This relationship allows you to enjoy the confidence of Wells Fargo Advisors Financial Networks' financial strength, as well as the objectivity we offer as an independent practice.