Vistica Wealth Advisors

Who We Serve

At Vistica Wealth Advisors, we are committed to serving individuals, families, dental practitioners, disability community members, and business owners with our comprehensive range of wealth management services. Our team of experienced financial advisors takes the time to understand each client's unique financial goals, values, and aspirations. With personalized attention and tailored guidance, we help individuals and families create a robust financial plan that safeguards their future and realizes their dreams.

What We Do

Vistica Wealth Advisors is dedicated to providing integrated advice and collaborative solutions for our clients. We believe that financial planning should be tailored to each individual's distinct circumstances, goals, and priorities. Our team of financial advisors is committed to delivering evidence-based advice that helps clients minimize taxes, protect their assets, and ultimately achieve financial peace of mind.

Who We Are

Vistica Wealth Advisors is a family-owned, independent financial advisory firm with offices in Carlsbad, Sacramento, and Reno, NV. Our team of experienced financial advisors has a deep understanding of the unique challenges and opportunities faced by business professionals, entrepreneurs, and dental practitioners. We are dedicated to providing personalized, goal-oriented financial planning solutions that help our clients achieve their financial aspirations.

Our Services

At Vistica Wealth Advisors, we offer a comprehensive suite of services designed to meet the unique needs of our clients. Our services include:

• Wealth Management: We help clients create a customized wealth management strategy that aligns with their financial goals and risk tolerance.
• Tax Planning: Our team of financial advisors works closely with clients to minimize their tax liability and optimize their tax strategy.
• Retirement Planning: We help clients plan for their retirement, ensuring they have a comfortable income stream and a secure financial future.
• Estate Planning: We assist clients in creating a comprehensive estate plan that ensures the smooth transfer of their assets and preserves their legacy.
• Investment Management: Our experienced financial advisors manage clients' investments, ensuring their portfolio aligns with their risk tolerance, financial goals, and values.

How We Work

At Vistica Wealth Advisors, we believe in building long-term relationships with our clients. We take the time to understand each client's unique financial circumstances, goals, and priorities. Our team of financial advisors works closely with clients to develop a customized financial plan that addresses their specific needs and aspirations. We provide regular updates, ongoing support, and access to our secure Client Portal for easy viewing and monitoring of clients' financial plans and investments.