Vista Wealth Management, LLC ("Vista") assists both individuals and families to achieve financial security through proactive, independent wealth management.

At Vista we do your financial planning, investment management and taxes, so you don't have to.

Vista Announces: Vista Wealth Management is pleased to announce that we have successfully merged with BPM Wealth Management LLC. The merger blends two premiere Bay Area wealth management firms and increases our presence throughout the Bay Area with offices in San Francisco, Palo Alto, San Jose, Walnut Creek, Novato, and Santa Rosa.

Vista Wealth Management LLC is a SEC Registered Investment Adviser. It is not an accounting firm, is not licensed by the California State Board of Accountancy, nor does it render legal advice. Securities and insurance services offered through BPM Insurance Services, LLC, member FINRA, SIPC. 600 California Street, Suite 1330, San Francisco, CA 94108. (415) 477-8600. CA License #0D28746. Securities also offered through ValMark Securities, Inc., member FINRA,SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333. (800) 765-520l. Vista, BPM and ValMark are separate entities.