Patrick Yazhari, CFP® promoted to Lead Advisor
We’re excited to announce that Patrick Yazhari, CFP®, has been promoted to Lead Advisor at Vista Capital Partners.
Exciting changes at Vista: Introducing our bold new website and brand identity
We’re thrilled to introduce our brand refresh and redesigned website, designed to reflect the depth of our expertise, our investment philosophy, and the vibrant culture that sets Vista apart.
Thought leader roundtable: 2024 secrets of most admired companies (video)
The Portland Business Journal interviewed Dougal Williams to discuss insights and secrets to Vista’s success.
Vista Capital Partners named among Oregon’s Most Admired Companies
Vista Capital Partners is delighted to be named one of Oregon’s Most Admired Companies in the Financial Services sector by Portland Business Journal.
Webinar recording: Pre-Medicare healthcare planning
If you’re planning to retire before the age of 65, this webinar is for you. Learn about healthcare options available before you are eligible for Medicare.
Vista Capital Partners named among Best Places to Work in Oregon & SW Washington
Vista Capital Partners is one of the best places to work in Oregon, according to the Portland Business Journal.
Vista’s 19th Annual Wealth Symposium
This year, we proudly hosted our 19th annual Wealth Symposium. During this full-day, off-site event, our investment, financial planning, and legacy planning teams joined forces with our advisory teams to […]
Nine Ways to Safeguard Yourself Against Cybercrime and Financial Fraud
In today’s digital age, the threat of cybercrime and financial fraud looms larger than ever before. At a projected value of $10.5 trillion by 2025, the business of fraud has […]
Webinar Recording: Cybersecurity & Fraud Prevention
Cybercrime is projected to be a $10.5 Trillion industry by 2025, and the financial and emotional impact of being a victim has never been higher. Tactics such as phishing, social […]
Webinar Recording: Philanthropic Giving Guide
Vista recently hosted a webinar, Philanthropic Giving Guide: Honor Your Values & Maximize Your Impact. This webinar, recorded on Wednesday, November 8, 2023, was presented by Vista’s Director of Financial […]
Medicare: An Educational Webinar (replay available)
Vista recently hosted a special event, Medicare: An Educational Webinar. Our guest presenter, Elma Friend from Willamette Valley Benefits, LLC, shared great insights and information about Medicare, including: Medicare Parts […]
18th Annual Vista Wealth Symposium
We recently held our 18th annual Wealth Symposium, an offsite event in which members of our investment, financial planning, and legacy planning teams present research projects to our full advisory […]
Popular tags