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®.

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“We believe there is no substitute for time spent with clients.”

Altavista’s philosophy is to be 100% client focused, delivering personal attention and sophisticated solutions to very specific needs, whether clients are individuals, businesses, families, retirement plans, foundations or endowments.

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.

Altavista Wealth Management was formed in 2003 by three experienced investment professionals whose careers span over seven decades. Having managed money for high net worth families, foundations and endowments, our mission is to integrate an entirely independent advisory firm and trust company with unique capabilities. Altavista is 100% employee owned with offices in Asheville and Charlotte, NC.

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.

Our Approach
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Our Philosophy

“We believe there is no substitute for time spent with clients.”

Altavista’s philosophy is to be 100% client focused, delivering personal attention and sophisticated solutions to very specific needs, whether clients are individuals, businesses, families, retirement plans, foundations or endowments.

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.

Our Story

Altavista Wealth Management was formed in 2003 by three experienced investment professionals whose careers span over seven decades. Having managed money for high net worth families, foundations and endowments, our mission is to integrate an entirely independent advisory firm and trust company with unique capabilities. Altavista is 100% employee owned with offices in Asheville and Charlotte, NC.

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.