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.
Focus on what matters
Stop agonizing over which stocks to buy and when to buy them. Instead, harness the power of global capital markets. Informed by Nobel Prize-winning research and discipline, Vista’s investment philosophy favors diversified, low-cost, and tax-friendly investments structured toward sources of higher expected return.
A plan that grows with you
While the purpose and vision for your wealth may not change over time, many things will. Careers give way to retirement. Children begin families of their own. Regulations and tax codes change. Together, we’ll ensure you never outgrow your financial plan.
Leave your mark
Explore the purpose of your life, your wealth, and the legacy you’ll leave behind. Your Vista team will help you identify the values that guide your philanthropic giving and create financial plans that maximize your impact.
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.
Secure your future
After a lifetime of work, transitioning to retirement can feel more challenging than expected. We’ll help you explore the best time to retire, visualize the lifestyle your portfolio will support, and create a tax-efficient plan for drawing income from your retirement funds.
Prepare for a financial windfall
Coming into a financial windfall, like an inheritance, can bring both excitement and complexity. We’re here to help you create a tax-efficient financial plan that meets your short-term needs while also considering your long-term financial possibilities.
Plan ahead to maximize impact
As you approach a business exit, having an effective financial strategy can help you minimize taxes, increase your philanthropic impact, and unlock new possibilities for your family and future. We’ll walk you through your options and connect you with trusted experts to ensure a smooth and successful sale.
Capitalize on your compensation
If you’re a business leader or executive, we can help you make the most of your compensation, including complex assets such as stock options and RSUs. We also help diversify holdings for those with concentrated stock positions.
Facing a big life change?
Vista at a glance
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Clients we serve
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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.
Complete and submit the information below, and we’ll be in touch to schedule an introductory call. Learn what to expect in our initial conversations >
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