Your path to possibility
When to retire, how much to save, and how to leave a legacy are all vital questions, but here’s one that often gets missed: What will bring you the most joy? Through friendly, meaningful conversations and practical guidance, we’re here to help you explore what’s possible and build a financial plan that balances your goals with a life well-lived.
We proudly serve investors with $2 million or more to invest.
Where expert
guidance meets
peace of mind
With wealth comes great potential — and a steady stream of decisions that can range from exciting to tedious to downright overwhelming. We’re here to help you navigate those choices and create a personalized path that gets you where you want to go and puts your mind at ease.
Learn more about our wealth management services
Whether planned or unexpected, changes to your financial life can feel overwhelming. We’re here to support you through events like retirement, business exits, complex compensation, and inheritance.
Facing a big life change?
Vista at a glance
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Our experts
Single-minded in helping you realize your vision, our 30+ specialists offer a wide range of skills and expertise. Get to know a few of the talented folks on our team.

Monique Kellerman

Tana Thomson

Dougal Williams

Erika Farleigh

Jess Allison

Rob Greenman
It’s a truth that Wall Street doesn’t want you to hear. Most active managers underperform the market. We take a different approach, relying on hard data and rigorous research to strengthen your portfolio, not emotional impulses or passing trends.
Vista insights
Explore our blog, guides, and other resources where we cut through Wall Street’s bias. No hype, just the straight truth.
Still the world’s safe haven: The strength of U.S. Treasury bonds
In a world of uncertainty, U.S. Treasury bonds continue to shine. Learn why they remain the bedrock of portfolio safety—offering unmatched liquidity, global demand, and downside protection.
Opinion: With the market a mess, the stock pickers are back
With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim?
April 17, 2025: (Webinar) What today’s markets mean for investors
In this webinar, we share our perspectives on what’s driving markets, how we’re responding, and what this means for your portfolio and financial plan.

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