Getting Started
Vista was founded in 2001 to solve a problem: people’s life savings are too often left to chance.
Replacing market timing and stock picking with low-cost index funds and a long-term plan, we sought to eliminate chance from our clients’ portfolios—and from their financial lives.
Today, we use thoughtful financial planning and portfolio construction to help give you a clear path forward, the ability to make better decisions, and a higher probability of accomplishing what matters most.
Learn What’s Possible
Bring your vision into focus and start moving toward your dreams. Whether you want to plan for retirement, create a college fund, minimize your taxes, or build a legacy, we’ll help you prioritize your goals and build a personalized financial plan to get where you want to go.
*Please Note: Limitations. The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. Vista Capital does not serve as an attorney, accountant, or insurance agent. Vista Capital does not prepare legal documents or tax returns, nor does it sell insurance products.
Financial Planning
Please note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Vista Capital is engaged, or continues to be engaged, to provide investment advisory services.
Focus on What Matters
Stop agonizing over which stocks to buy and when to buy them. Instead, harness the power of the world’s 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.
Investment Philosophy
Please note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Vista Capital is engaged, or continues to be engaged, to provide investment advisory services.
Enjoy Your Plan for Life
With your financial plan and portfolio set, we can help you build a plan for what’s next. To successfully transition from workforce to retirement, we focus on one irreplaceable ingredient: purpose. The Purpose ProjectTM guides you through the process of redefining life after career.
Want to work with Vista?
We’d love to meet you.