Private Vista, LLC
Financial ServicesIllinois, United States11-50 Employees
Private Vista LLC is a financial services firm that provides integrated financial planning and investment management designed to align the resources of individuals with their life goals. Its client base includes individuals navigating retirement decisions, those recently widowed or divorced seeking financial guidance, business owners planning succession and liquidity, and executives looking to diversify employer stock plans while mitigating taxes on deferred compensation. The firm emphasizes a holistic approach that connects financial choices to personal fulfillment, describing a process that creates a Private Vista as a clear view of how to invest money, time, and energy toward a meaningful life. Headquartered in the Chicago area with offices in Chicago and Oak Brook, Illinois, the firm serves more than 1,200 households across Chicagoland and the United States. Its advisory framework sits within the Hightower network, with Hightower Advisors, LLC registered as an investment adviser and securities offered through Hightower Securities, LLC.
1-888-653-2347 
support@leadiq.com 
