Altavista Wealth Management was formed in 2003 by three experienced investment professionals whose careers span over seven decades. Having managed money for high net worth families, foundations and endowments, our mission is to integrate an entirely independent advisory firm and trust company with unique capabilities. Altavista is 100% employee owned with offices in Asheville and Charlotte, NC.
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.