We navigate complexities with our dedicated high touch team-based approach to create a highly personalized experience.

The Altavista Experience Women’s Conversation Series Investor Education

 

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 Women’s Conversation Series Investor Education

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
Planning
Women & Money

Women and finance is a hot topic with intriguing statistics. According to a research done by Vanguard, women make about … Continued

Investments
Flying Inverted

Market Commentary – Spring 2019 A few years ago, Denzel Washington starred in Flight, a movie about a skilled airline … Continued

Insights
The Stock Market and the Economy – How do they impact each other?

The “Stock Market” and the “Economy” are two terms often tangled together in misconception. Let us start with a definition … Continued

Planning
Preparing for Income Tax Season and a New Way to Communicate

At the beginning of a new year, our attention turns to W-2s, 1099s, K-1s and other assorted IRS-required information as … Continued

Altavista News
The Art of a Handwritten Note: The Story Behind The Cards

At Altavista Wealth Management, we believe there is no substitute for time spent with clients. The relationships we have with … Continued

Investments
Income vs. Capital Appreciation – Why Not Both? A Total Return Approach

Too often, well-intentioned advice falls short of the optimal real-world outcome. The danger usually lies where an adage becomes a … Continued

Planning
Women & Money

Women and finance is a hot topic with intriguing statistics. According to a research done by Vanguard, women make about … Continued

Investments
Flying Inverted

Market Commentary – Spring 2019 A few years ago, Denzel Washington starred in Flight, a movie about a skilled airline … Continued

Insights
The Stock Market and the Economy – How do they impact each other?

The “Stock Market” and the “Economy” are two terms often tangled together in misconception. Let us start with a definition … Continued

Planning
Preparing for Income Tax Season and a New Way to Communicate

At the beginning of a new year, our attention turns to W-2s, 1099s, K-1s and other assorted IRS-required information as … Continued

Altavista News
The Art of a Handwritten Note: The Story Behind The Cards

At Altavista Wealth Management, we believe there is no substitute for time spent with clients. The relationships we have with … Continued

Investments
Income vs. Capital Appreciation – Why Not Both? A Total Return Approach

Too often, well-intentioned advice falls short of the optimal real-world outcome. The danger usually lies where an adage becomes a … Continued