Vista Wealth Management is based in the Bay Area with offices in San Francisco, Palo Alto, San Jose, Walnut Creek, Santa Rosa and Novato. At Vista, we build long-lasting relationships with our thorough planning process, proactive client communications, and execution of our strategic recommendations.

Vista Wealth Management is an SEC Registered Investment Advisor. We offer experience, expertise, diligence, discipline, and talent that is independent. Always acting in the client's best interest, as their Fiduciary, is what it means to be a trusted financial advisor. It’s our obligation — and our promise.

We’ve worked to build a select client roster, relationship by relationship. We’ve done that by taking pride in what we do. And by devoting ourselves to helping our clients achieve their financial goals, from the simplest retirement plans to the most complex trust and estate plans. Since Vista is an affiliate of Burr Pilger Mayer – the largest California-based CPA firm – the resources you have at your disposal are greater and the solutions available to you are more comprehensive.

Communication is the key to our relationships. At Vista, we are known for our ability to establish and maintain open, fluid channels of communication. That’s how we’ve developed life-long relationships with clients just like you. It’s also how we continuously monitor your situation, your plan, and the economic environment, so we can adjust quickly when changes are necessary, refining the strategies as your goals evolve and governances change.

At Vista, we pride ourselves on our ability to provide solutions that are tailored to each client's specific needs.