Vista Wealth Management serves as a personal CFO to affluent individuals and families. We help them structure their financial lives to protect their legacy and preserve their assets, giving them time to focus on things most important to them.
We provide investment management, financial planning, insurance planning, estate planning and wealth transfer strategies.
We work closely with individuals and families whose wealth has been earned through entreprenuerial activities including private and public companies, real estate and family owned businesses.
All industries.
San Francisco, San Jose, Palo Alto, Walnut Creek, Novato and Santa Rosa
Social Clubs
Stanford Alumni Club of Marin
Charities
Marin County School Volunteers Next Generation Scholars
