Vista Financial Advisors

Investing in Tomorrow. Today.
A Spectrum of Expertise.

Vista’s staff of seasoned advisors and employees offers a broad array of expertise spanning four decades including investment management and advisory services.  Used in conjunction with Attorneys, CPAs and licensed professionals, Vista provides specialized consulting services for high net worth individuals, families and corporations in the following areas:

INDIVIDUALS AND FAMILIES

  • Tax Strategies
  • Alternative Investments
  • Global Diversification Strategies
  • Family Business Consulting

TRUST SERVICES

  • Individual Trusts
  • Living/Charitable Remainder Trusts
  • Specialty and IRA Rollover Trusts
  • Asset Protection Trusts
  • Planned and Charitable Giving

CORPORATE CONSULTING SERVICES

  • Investment Banking
  • Exit Strategies
  • Global Diversification Strategies
  • Acquisition Structure and Strategy
  • Hedging Strategies
  • Structure and Management of Qualified Plans such as 401K and Pension Plans
  • Family Businesses, Partnerships and Boards
  • Corporate Boards