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.

“Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve.”

Altavista provides a comprehensive solution to wealth management for ultra-affluent individuals and families. Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve. Our customized strategies are designed to meet the needs of multi-generational families, consulting with existing accountants, attorneys and other advisors to craft holistic solutions that help you navigate the world of opportunities and risks.

Family Governance


Through an ongoing process of communication with the family, Altavista provides inter-generational planning, family dynamics consulting and opportunities to prepare and educate heirs to be good stewards of the family legacy.

Planning


At the family level, our team provides a complete range of services designed to help create an infrastructure that protects assets and identifies opportunities, including an expansive financial plan that addresses the unique goals and objectives of each family member.

Philanthropic Consulting


We help achieve your family's philanthropic planning and administration objectives, consulting with you on a wide range of alternatives.

Lifestyle Services


The Altavista Team assists with event planning, management of personal staff, real property management, family wellness consulting and other concierge services.

Investment Management


Altavista creates comprehensive, intergenerational wealth management strategies utilizing traditional, alternative and unique approaches. We design a plan to protect your family's wealth and offer opportunities for growth.

Trust Services


Our team builds specifically tailored solutions for all forms of trust administration (including unique assets such as real estate and closely-held businesses) delivered by a local advisor.

Risk Management


Comprehensive wealth management includes an assessment of risks that can threaten a family’s financial and non-financial assets. In conjunction with insurance professionals, we can assist in the identification and management of those risks. Of particular interest to some clients are strategies designed to manage tangible personal property, such as fine art collections, antiques and other high value collectibles.

Accounting, Technology & Reporting


Our services include ongoing record keeping, performance reporting, technology and data security consulting services to enhance accountability, provide critical information to your family as a whole, and to its individual members.


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.

Family Office Services


“Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve.”

Altavista provides a comprehensive solution to wealth management for ultra-affluent individuals and families. Highly personalized service is the hallmark of our team, with special, individual focus on the unique circumstances of each family we serve. Our customized strategies are designed to meet the needs of multi-generational families, consulting with existing accountants, attorneys and other advisors to craft holistic solutions that help you navigate the world of opportunities and risks.

Family Governance


Through an ongoing process of communication with the family, Altavista provides inter-generational planning, family dynamics consulting and opportunities to prepare and educate heirs to be good stewards of the family legacy.

Planning


At the family level, our team provides a complete range of services designed to help create an infrastructure that protects assets and identifies opportunities, including an expansive financial plan that addresses the unique goals and objectives of each family member.

Philanthropic Consulting


We help achieve your family's philanthropic planning and administration objectives, consulting with you on a wide range of alternatives.

Lifestyle Services


The Altavista Team assists with event planning, management of personal staff, real property management, family wellness consulting and other concierge services.

Investment Management


Altavista creates comprehensive, intergenerational wealth management strategies utilizing traditional, alternative and unique approaches. We design a plan to protect your family's wealth and offer opportunities for growth.

Trust Services


Our team builds specifically tailored solutions for all forms of trust administration (including unique assets such as real estate and closely-held businesses) delivered by a local advisor.

Risk Management


Comprehensive wealth management includes an assessment of risks that can threaten a family’s financial and non-financial assets. In conjunction with insurance professionals, we can assist in the identification and management of those risks. Of particular interest to some clients are strategies designed to manage tangible personal property, such as fine art collections, antiques and other high value collectibles.

Accounting, Technology & Reporting


Our services include ongoing record keeping, performance reporting, technology and data security consulting services to enhance accountability, provide critical information to your family as a whole, and to its individual members.


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.