Loan Origination

As part of our wealth management services, Vista maintains information that is pertinent to a client's finance and tax matters. This data enables us to offer a unique service to clients and a far simpler way to finance a new home purchase, obtain a second mortgage, and/or refinance an existing mortgage.

We accomplish this by tracking a client's existing loan(s) against the best rates available. When a refinancing opportunity arises that could save clients money, we notify them immediately. When the time comes to utilize this service, Vista accesses a client's records to fill out the necessary loan paperwork and submit it on a client's behalf, saving them time, simplifying the process, and potentially reducing their monthly cash outlay.

Creating Peace of Mind

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.