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.

“Setting aside resources for cherished causes and institutions is a source of great joy and satisfaction.”

Setting aside resources for cherished causes and institutions is a source of great joy and satisfaction. However, the myriad of decisions to make regarding such gifts often complicates this simple, generous impulse. How can you be assured of the wise use of the funds you provide? What is the most tax efficient way to structure the gift? How can you provide for the management of these funds after they have been given away?

Altavista has deep experience in setting up appropriate charitable trusts and funds to assist families in realizing important charitable, income and tax objectives.

Setting up Charitable Trusts and Foundations


There are many tax and management implications to establishing charitable trusts and foundations. Charitable Remainder Trusts produce current income and a tax deduction for the donor. Charitable Lead Trusts are useful for reducing eventual estate taxes. Private Foundations come with unique restrictions on investments and the challenge of providing for management after the donor has passed away or withdrawn from management. We work closely with you and your advisors to design and manage the appropriate charitable structures.

Working With Community Foundations


Altavista believes that community foundations can be an integral component of most of our clients’ charitable plans. These public charities simplify the work of setting up and managing funds for personal and community causes. They provide tax and administrative services for all manner of charitable vehicles. We have close working relationships with the Community Foundation of Western North Carolina in Asheville, the Community Foundation of Henderson County, and the Foundation for the Carolinas in Charlotte. We have also worked to establish charitable funds with community foundations across the U.S.

Investing Charitable Funds


Charitable funds, foundations and endowments have unique investment constraints since they are often called upon to produce a healthy current distribution and can exist in perpetuity. Altavista works closely with families, trustees and investment committees to achieve the funds’ investment goals.


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.

Philanthropic Consulting


“Setting aside resources for cherished causes and institutions is a source of great joy and satisfaction.”

Setting aside resources for cherished causes and institutions is a source of great joy and satisfaction. However, the myriad of decisions to make regarding such gifts often complicates this simple, generous impulse. How can you be assured of the wise use of the funds you provide? What is the most tax efficient way to structure the gift? How can you provide for the management of these funds after they have been given away?

Altavista has deep experience in setting up appropriate charitable trusts and funds to assist families in realizing important charitable, income and tax objectives.

Setting up Charitable Trusts and Foundations


There are many tax and management implications to establishing charitable trusts and foundations. Charitable Remainder Trusts produce current income and a tax deduction for the donor. Charitable Lead Trusts are useful for reducing eventual estate taxes. Private Foundations come with unique restrictions on investments and the challenge of providing for management after the donor has passed away or withdrawn from management. We work closely with you and your advisors to design and manage the appropriate charitable structures.

Working With Community Foundations


Altavista believes that community foundations can be an integral component of most of our clients’ charitable plans. These public charities simplify the work of setting up and managing funds for personal and community causes. They provide tax and administrative services for all manner of charitable vehicles. We have close working relationships with the Community Foundation of Western North Carolina in Asheville, the Community Foundation of Henderson County, and the Foundation for the Carolinas in Charlotte. We have also worked to establish charitable funds with community foundations across the U.S.

Investing Charitable Funds


Charitable funds, foundations and endowments have unique investment constraints since they are often called upon to produce a healthy current distribution and can exist in perpetuity. Altavista works closely with families, trustees and investment committees to achieve the funds’ investment goals.


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.