Altavista offers quality investment solutions, personalized service and unbiased advice.

From client on-boarding, to meetings and social & educational events, we share our expertise by leveraging technology and committing to transparent communication.

As an independent wealth management company, Altavista is compensated only by fees for advice and counsel, and has no proprietary interest in any fund, strategy or the sale of any product.

Our offices are located in Asheville, North Carolina and Charlotte, North Carolina.

 

 

This focus series is the result of listening to our clients’ needs. Through exploring the various challenges facing today’s women and initiating a space to share common experiences, we are building a community of women.

We bring in expert guest speakers who provide information to broaden awareness and knowledge of the group, which essentially deepens the discussions. Topics range from investment terminology to navigating family dynamics, health and elder care resources, survivor-ship roles, estate planning documents to economic and market outlooks. The experience is engaging and casual, educational yet fun, and always evolving.

 

To learn more, contact our office by calling 1-866-684-2600. We would love to get you involved.

 

Annually we gather members of the Altavista community for dinner and educational presentations. It is an enjoyable and informative evening with pertinent topics, dinner and drinks.

Previous years have included discussions on the role of a community foundation, policies driving the global markets, the market and economic outlook, portfolio strategies, the use of alternatives in your portfolio, tangible asset management, political analysis of the markets and tax updates from local CPA’s.

 

The Altavista Experience

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Altavista offers quality investment solutions, personalized service and unbiased advice.

From client on-boarding, to meetings and social & educational events, we share our expertise by leveraging technology and committing to transparent communication.

As an independent wealth management company, Altavista is compensated only by fees for advice and counsel, and has no proprietary interest in any fund, strategy or the sale of any product.

Our offices are located in Asheville, North Carolina and Charlotte, North Carolina.

 

Women’s Conversation Series

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This focus series is the result of listening to our clients’ needs. Through exploring the various challenges facing today’s women and initiating a space to share common experiences, we are building a community of women.

We bring in expert guest speakers who provide information to broaden awareness and knowledge of the group, which essentially deepens the discussions. Topics range from investment terminology to navigating family dynamics, health and elder care resources, survivor-ship roles, estate planning documents to economic and market outlooks. The experience is engaging and casual, educational yet fun, and always evolving.

 

To learn more, contact our office by calling 1-866-684-2600. We would love to get you involved.

Investor Education

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Annually we gather members of the Altavista community for dinner and educational presentations. It is an enjoyable and informative evening with pertinent topics, dinner and drinks.

Previous years have included discussions on the role of a community foundation, policies driving the global markets, the market and economic outlook, portfolio strategies, the use of alternatives in your portfolio, tangible asset management, political analysis of the markets and tax updates from local CPA’s.