Mountain Vista Wealth Management
Investment Bank/Securities Brokerage - Santa Barbara, CA, US
Mountain Vista Wealth Management Employees
Mountain Vista Wealth Management Senior Management
Mountain Vista Wealth Management Details
Mountain Vista is a "fee-only" registered investment advisor dedicated to helping families navigate their unique financial needs in the present and future.Mountain Vista's mission is to help individuals and families achieve their future financial goals without sacrificing their needs and passions today.At Mountain Vista, we believe that planning is power and by formulating a sound financial plan, our clients will be more confident that their future financial goals will be achieved, allowing them to allocate more time and resources to their present satisfaction.We offer both financial planning and investment management services. By providing both services, we are able to better understand our clients' circumstances and provide more customized advice.Mountain Vista is a fiduciary, which means we are legally obligated to act in our clients' best interest when making recommendations. Mountain Vista Wealth Management, LLC ("Mountain Vista") is a registered investment advisor offering advisory services in the States of California, Connecticut and New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Mountain Vista in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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