Wealth Management Services

Our primary concern is to help our clients achieve their financial goals.

Altavista Wealth Management, Inc. provides a wide range of investment management and fiduciary services. Our services are designed to assist clients in all aspects of their financial lives. We have officies in Asheville, North Carolina and Charlotte, North Carolina.

“We work diligently and collaboratively on our clients’ behalf.”

Building a successful business is often the work of a lifetime. At some point an owner has to consider a plan for management succession or sale. The business, long a source of professional pride and income must now be considered as a capital asset to be supervised and /or sold.

The business owner will want to consider:

  • How can I optimize the value received from the business?
  • Are family members or key employees interested in or capable of managing the business?
  • What are the tax consequences or opportunities related to succession or sale?
  • How do I integrate the business into my overall financial plan?

The resolution of these issues will be unique to each business owner. We are experienced in guiding business owners through these transitions in close collaboration with their attorney, tax and other key advisors to assist business owners to reach a satisfying result in this once in a lifetime event.


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.

Consulting for Business Owners


“We work diligently and collaboratively on our clients’ behalf.”

Building a successful business is often the work of a lifetime. At some point an owner has to consider a plan for management succession or sale. The business, long a source of professional pride and income must now be considered as a capital asset to be supervised and /or sold.

The business owner will want to consider:

  • How can I optimize the value received from the business?
  • Are family members or key employees interested in or capable of managing the business?
  • What are the tax consequences or opportunities related to succession or sale?
  • How do I integrate the business into my overall financial plan?

The resolution of these issues will be unique to each business owner. We are experienced in guiding business owners through these transitions in close collaboration with their attorney, tax and other key advisors to assist business owners to reach a satisfying result in this once in a lifetime event.


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.