At the beginning of a new year, our attention turns to W-2s, 1099s, K-1s and other assorted IRS-required information as … Continued
We navigate complexities with our dedicated high touch team-based approach to create a highly personalized experience.
Altavista offers quality investment solutions, personalized service and unbiased advice.
From client on-boarding, to meetings and social & educational events, we share our expertise by leveraging technology and committing to transparent communication.
As an independent wealth management company, Altavista is compensated only by fees for advice and counsel, and has no proprietary interest in any fund, strategy or the sale of any product.
Our offices are located in Asheville, North Carolina and Charlotte, North Carolina.
The Altavista Experience
Altavista offers quality investment solutions, personalized service and unbiased advice.
From client on-boarding, to meetings and social & educational events, we share our expertise by leveraging technology and committing to transparent communication.
As an independent wealth management company, Altavista is compensated only by fees for advice and counsel, and has no proprietary interest in any fund, strategy or the sale of any product.
Our offices are located in Asheville, North Carolina and Charlotte, North Carolina.
Recent Posts
At Altavista Wealth Management, we believe there is no substitute for time spent with clients. The relationships we have with … Continued
Too often, well-intentioned advice falls short of the optimal real-world outcome. The danger usually lies where an adage becomes a … Continued
Market Commentary – Winter 2019 Lately, spasms of volatility and uncertainty have gripped the stock and bond markets. Investors haven’t … Continued
Interim Market Commentary – December 27, 2018 Spasms of volatility and uncertainty have gripped the stock and bond markets in … Continued
Before you write that check for your charitable donation, consider making the gift with appreciated stock. Even with the stock … Continued
At Altavista Wealth Management, we believe there is no substitute for time spent with clients. The relationships we have with … Continued
Too often, well-intentioned advice falls short of the optimal real-world outcome. The danger usually lies where an adage becomes a … Continued
Market Commentary – Winter 2019 Lately, spasms of volatility and uncertainty have gripped the stock and bond markets. Investors haven’t … Continued
Interim Market Commentary – December 27, 2018 Spasms of volatility and uncertainty have gripped the stock and bond markets in … Continued
Before you write that check for your charitable donation, consider making the gift with appreciated stock. Even with the stock … Continued