What we have learned through experience is that the path to financial independence is rarely a straight line. We partner with you to support you in making wise financial choices wherever you are in your life journey.
VISTA Wealth Strategies LLC is a holistic, independent wealth management firm located in Reston, Virginia with clients across the United States. We build lifetime relationships and simplify your financial complexities by designing solutions that promote a long, sustainable lifestyle, benefiting you now and into the future.
A Dedicated Team of
Professionals
As your financial coach, we advocate for you and deliver a fiduciary standard of care that is always focused on you.
A Transparent
Process
Our comprehensive approach focuses on your wealth in a systematic and intentional way. Let us show you how.
Solutions That
Transition as You Do
Whether you are growing or preserving your wealth, we are here to help you navigate your financial choices.
Offering You Recognized Experience
The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2021, of the 603 considered for the Women’s Choice Award, 221 were named Women’s Choice Award Financial Advisors/Firms.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,091 Washington, DC area wealth managers were considered for the award; 121 (6% of candidates) were named 2021 Five Star Wealth Managers. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). For more information, please visit www.fivestarprofessional.com..
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We Are Here for You
Interested in exploring how you can benefit from creating and pursuing your goals?
Schedule a call with us.