Let’s plan your
next adventure
together
Wealth management tailored
for the life you want.
Vista news
and events
From upcoming events and team updates to personal milestones, there’s always something happening at Vista. See what’s new with us!
We live and breathe what we do
We’re a team of 30+ skilled professionals single-minded in helping you realize your vision. Passionate and curious with a diverse range of skills and expertise, we firmly believe in enjoying the journey — and encourage you to do the same.
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.
Explore our blog, guides, and other resources where we cut through Wall Street’s bias. No hype, just the straight truth.
Webinar: From paycheck to portfolio — Generating income in retirement
Transitioning from earning a paycheck to creating sustainable retirement income requires careful planning and a smart strategy.
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.
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