This Veterans Day we take some time to recognize and honor those who have served our country. As many of … 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
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued