At Vista Wealth Group, we believe that understanding is key to achieving your financial goals. That's why we take the time to get to know you, your values, and your aspirations. Our approach to financial planning is holistic, taking into account all aspects of your life, from your career and family to your long-term financial objectives. We believe that every client is unique, and we strive to create personalized plans that address their distinct needs and goals.
Our Story
Vista Wealth Group was founded on the principle that a "Vista View" - a comprehensive understanding of every aspect of our clients' lives - is essential to creating a tailored financial plan. We pride ourselves on our commitment to open communication, transparent services, and a genuine passion for serving our clients. Our financial advisors are dedicated professionals who are passionate about helping individuals and families achieve their goals, whether that's saving for retirement, planning for education expenses, or securing their financial legacy.
Our Services
At Vista Wealth Group, we offer a wide range of financial services designed to help you achieve your goals. Our expertise includes:
- Wealth Management: Comprehensive financial planning and investment strategies tailored to your unique needs and objectives.
- Goals-Based Investing: Investment strategies that align with your values and goals, incorporating elements of sustainability and social responsibility.
- Sustainable and Responsible Impact Investing: Investment solutions that blend financial returns with positive social and environmental impact.
- Insurance: A variety of insurance options, including life, health, and long-term care insurance, designed to provide peace of mind and protection for you and your loved ones.
- Long-Term Care Insurance: Specialized insurance solutions designed to help you prepare for the costs associated with long-term care, ensuring that your assets are preserved for generations to come.
Our Team
Our team of experienced financial advisors is dedicated to helping you achieve your financial goals. We are committed to providing a personalized approach to financial planning, taking the time to understand your unique needs and aspirations. Meet our team of experts:
- Eric Jones: Financial Advisor and Partner at Vista Wealth Group, with a background in financial planning and business management.
Community Involvement
At Vista Wealth Group, we recognize the value of giving back to our communities. We are proud to be involved in various community organizations and events, demonstrating our commitment to serving others.
