WE BELIEVE A SUCCESSFUL ADVISORY RELATIONSHIP
Depends on a deep understanding of our clients' goals and aspirations as well as their financial resources.
Altavista’s team of professionals is committed to concentrate on offering clients quality investment solutions, highly personalized service, comprehensive planning and unbiased advice.
Altavista’s financial advisors bring an average of 25 years of experience to every client relationship with a diversity of skills and expertise in financial planning (retirement, estate, tax and charitable planning), independent investment management, trust services and family office services. Certifications on our team include CFP®, CFA®, CPA, JD, MBA, IACCP®.