Where families find themselves
Vistica Wealth Advisors is a family-focused practice, serving West Coast professionals and pro athletes, retirement plan sponsors, institutional trustees and others seeking to build, enjoy and safely transfer their generational wealth. We offer dedicated wealth services characterized by high-touch, ongoing strategic management.
Where you can replace being herded with being heard
When families and other financial stewards have wealth-related questions or comments on their minds, we create opportunities for them to be heard, understood and cared for with informed solutions and right-sized support. Founder and wealth advisor Jeff Vistica, CFP® is joined by his father, Dan Vistica, also a wealth advisor, as well as a former CFO and seasoned tax professional.
Where integrated advice and collaborative solutions unite
Drawing from a wellspring of individual experiences, perspectives and personalities among us, we are a diverse, but unified team. We replace the status quo of being underserved and overcharged with collaborative, specialized wealth care, characterized by:
- Independent, fiduciary advice tailored to your best interests
- Interactive, multi-generational client relationships
- Enlightened, evidence-based investing
- Open, transparent standards and operations