“We believe there is no substitute for time spent with clients.”
Altavista’s philosophy is to be 100% client focused, delivering personal attention and sophisticated solutions to very specific needs, whether clients are individuals, businesses, families, retirement plans, foundations or endowments.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Altavista Wealth Management, Inc. (“Altavista”) does not serve as an attorney, accountant, or insurance agent. Altavista does not prepare estate-planning documents or tax returns, nor does it sell insurance products.