Thank you for 15 years!
It seems like only yesterday, but in fact, 2018 marks the 15th anniversary of the founding of Altavista Wealth Management. We began operations in the spring of 2003 with five employees in a total of 500 square feet of office space. After the first 6 months, we had amassed 20 clients with a total of $15 million in assets under management.
Fast forward to December 2017, and we find ourselves with 11 professional colleagues responsible for assets under management of half a billion dollars, and 275 clients across 25 states. These mileposts are significant to us and provide a great opportunity to reflect on where we have been, where we are now and where we are going. The success we have enjoyed so far is due to the clients who have entrusted us with the management of their financial well-being, and the wonderful colleagues who have joined us over the years.
While we have grown significantly over the last 15 years, the core values established upon our founding remain the same. We have so enjoyed our time spent with clients and, as we plan the future of our company, we are compelled to take a moment to thank you, our families, and our communities for all the support we have been blessed to receive.