Our expert team at The Vista Companies assists individuals and families in reaching their financial objectives by providing comprehensive, fee based financial planning services, such as:

    - Investment Management
    - Personal Retirement Planning
    - Estate Planning
    - Financial Mediation (click to learn more)
    - Divorce Financial Analysis and Planning
    - Education Planning
    - Risk Management
    - Tax Planning and Preparation
    - Charitable Gifting Strategies
  
Click here to view a demonstration of our web-based wealth management system.

In order to best serve our clients, we believe strongly in avoiding conflicts of interest. Conflicts are rampant in the financial services industry, and investors are often being charged both fees to prepare a financial plan and commissions to implement the recommendations by the advisor. We call this “double dipping”. In our opinion, this practice is often greedy and unnecessary.

To avoid these challenges with the industry, we have designed a compensation structure that eliminates the potential for biased advice and allows for implementation of all recommendations without the concerns of being “double dipped”.  Through this structure, we are able to confidently achieve our mission to both maximize and preserve wealth for our clients through long-term effective asset management.

We build client relationships based on trust, competent professional advice, continual communication and prompt personal service.