Vista Wealth Management Group, LLC Email Format

Investment ManagementCalifornia, United States11-50 Employees

Vista Wealth Management Group, LLC operates in the investment management sector, offering independent financial counsel and wealth-management services to individuals and families from Silicon Valley to New York. Founded in 1999, the firm emphasizes fiduciary duty and transparent client relationships, and it designs wealth plans aimed at helping clients meet their financial goals. The firm relies on a team of experienced professionals to implement plans and oversee investment outcomes.

Headquartered in Walnut Creek, California, the firm serves clients across the Bay Area and Portland, with a national reach evident in its client base. It operates as a small to mid-sized practice within the investment-management industry, focusing on independent guidance and tailored planning. In September 2024, the firm announced an integration with a wealth-planning platform to enhance its estate-planning capabilities.

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