Altavista Wealth Management, Inc. Employee Directory

Investment ManagementNorth Carolina, United States11-50 Employees

Altavista Wealth Management, Inc. is an investment advisor and trust company serving individuals, families and institutions focused on the creation and preservation of wealth. Altavista’s team of professionals is committed to concentrate on offering clients quality investment solutions, highly personalized service, comprehensive planning and unbiased advice. Altavista’s financial advisors bring an average of 25 years of experience to every client relationship with a diversity of skills and expertise in financial planning (retirement, estate, tax and charitable planning), independent investment management, trust services and family office services.

To learn more about Altavista Wealth Management, visit https://altavistawealth.com/

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Disclaimers: http://altavistawealth.com/policies

Find Altavista Wealth Management, Inc. employees' phone numbers or email addresses

Altavista Wealth Management, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

South America
1

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  • Venezuela
    1

Altavista Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    K. C.
    Trust Services Director
    Phone icon
  • Stylized image of a person
    M. P.
    Client Services Manager
    Phone icon
  • Stylized image of a person
    N. Z.
    Financial Advisor
    Phone icon

Contact profiles from Altavista Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C.
    Trust Services Director
    Phone icon
    United StatesSouth Carolina
    Oct 21, 2024
  • Stylized image of a person
    M. P.
    Client Services Manager
    Phone icon
    United StatesNorth Carolina
    Feb 11, 2025
  • Stylized image of a person
    N. Z.
    Financial Advisor
    Phone icon
    United StatesNorth Carolina
    Jan 31, 2024

Frequently Asked Questions

What is Altavista Wealth Management, Inc. known for?

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Altavista Wealth Management, Inc. was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in 4 Vanderbilt Park Drive, Suite 310; you can contact the main corporate office by phone at . Explore Altavista Wealth Management, Inc.'s company overview page for more information.

What is Altavista Wealth Management, Inc.'s most common email format?

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Altavista Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Altavista Wealth Management, Inc. email formats with LeadIQ.

How many employees does Altavista Wealth Management, Inc. have currently?

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Altavista Wealth Management, Inc. has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Altavista Wealth Management, Inc.'s key employees and leadership?

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As of December 2025, Altavista Wealth Management, Inc.'s key employees include:

  • Trust Services Director: K. C.
  • Client Services Manager: M. P.
  • Financial Advisor: N. Z.

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