From managing your portfolio to helping you make wise financial decisions along the way, we give you the clarity and confidence to navigate life’s journey, supported by expert advice at every stage.
Focus on what matters
The evidence is overwhelming: Most investors underperform the markets in which they invest. This is why active investing — characterized by stock picking and market timing — has been called a “loser’s game.”
Based on a philosophy that is fundamentally different, Vista’s approach replaces short-term emotion with discipline and reason. Success has less to do with picking the right stocks; it’s about sticking to a consistent, evidence-based strategy. Grounded in Nobel Prize-winning research and discipline, Vista favors diversified, low cost, and tax-friendly investments structured toward sources of higher expected return.
A plan that grows with you
Our financial planning process is designed to bring clarity around what matters most to you — the people, places, and purpose that give meaning to your life. Over time, we’ll adapt the plan so that it stays true to your priorities and long-term vision.
We’ll help you explore the best time to retire, how much you’ll need for your preferred lifestyle, and how to draw income from your retirement portfolio.
Insurance plays a key role in protecting your assets and managing risk. We’ll work with you to fine-tune your coverage, keeping both costs and risks in check.
Discover ways to maximize your giving with tax-efficient strategies, including bunching donations, donor-advised funds, charitable trusts, and gifting appreciated assets.
Our financial plans are designed to minimize your tax liability by leveraging strategies such as like index funds, tax-loss harvesting, and tax-free municipal bonds. We’ll also partner with your CPA to provide comprehensive support for tax planning and strategy.
We’ll recommend the best options to pay for your children’s or grandchildren’s college education, including 529 college savings plans, gift tax exclusions, or allocating funds for college expenses.
Leave your mark
Retirement isn’t just the next chapter. It’s your chance to shape the legacy you’ll leave for your family, community, and the world. We’ll guide you through a process of self-discovery, diving into the purpose of your wealth. We’ll identify your interests, passions, and priorities for this stage of life, then craft a strategy to pass on your values to the next generation.
Your team will help you craft a philanthropic plan that mirrors your core values, focuses on the causes you’re passionate about, and creates a roadmap for your contributions — both now and in the future. Our approach also invites your family and heirs to join you in your giving journey and the purpose behind it.
With a legacy letter — a personal, non-legal note that conveys your values, stories, memories, hopes, or life lessons — you can leave a lasting mark on family and friends, provide guidance to future generations, and help preserve your family’s legacy.
The transition from career to retirement can be disorienting. We can help you rediscover your purpose in life through specific actions like giving back to the community, exploring new hobbies, learning new skills, traveling, or expanding your social circle.
Invest in a greener portfolio
If you’re interested in aligning your portfolio with your environmental values, our Impact Portfolio is designed for you. It is built upon our same fundamental investment principles, while placing a stronger emphasis on minimizing current and future greenhouse gas emissions..
Vista insights
Explore our blog, guides, and other resources where we cut through Wall Street’s bias. No hype, just the straight truth.
Should you count on Social Security?
Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.
Mutual fund star ratings: More fiction than fact
Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.
Don’t Let Imposters Part You From Your Money
Scammers are getting smarter. Protect yourself from the schemes that trick millions into losing billions every year.
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.
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