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.

“Altavista is a registered investment advisory firm with full trust administrative capabilities.”

Unlike most wealth management firms, Altavista is a registered investment advisory firm with full trust administrative capabilities. Our trust services include managing Revocable Trusts, Irrevocable Trusts, Charitable Trusts, real estate, closely held businesses and other unique assets.

Altavista’s mission is clear: to offer clients the same fiduciary services available from larger firms, while remaining small and personal enough to accommodate clients who have specific needs. With a committment to working in conjunction with your estate planning attorney, CPA and other advisors, your team is empowered to deliver creative solutions that address tax issues, professional asset management and beneficiary needs.

For trust services, Altavista works in association with First Hope Bank, N.A., a nationally chartered bank and trust company. A National Trust Charter allows us to manage trust relationships in all 50 states. First Hope Bank serves as trustee, successor trustee, executor or agent for individual fiduciaries.


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.

Trust Administration


“Altavista is a registered investment advisory firm with full trust administrative capabilities.”

Unlike most wealth management firms, Altavista is a registered investment advisory firm with full trust administrative capabilities. Our trust services include managing Revocable Trusts, Irrevocable Trusts, Charitable Trusts, real estate, closely held businesses and other unique assets.

Altavista’s mission is clear: to offer clients the same fiduciary services available from larger firms, while remaining small and personal enough to accommodate clients who have specific needs. With a committment to working in conjunction with your estate planning attorney, CPA and other advisors, your team is empowered to deliver creative solutions that address tax issues, professional asset management and beneficiary needs.

For trust services, Altavista works in association with First Hope Bank, N.A., a nationally chartered bank and trust company. A National Trust Charter allows us to manage trust relationships in all 50 states. First Hope Bank serves as trustee, successor trustee, executor or agent for individual fiduciaries.


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.