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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.

 

​Get to Know Us

 
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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. 

 

Meet Our Team

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A Transparent
Process

Our comprehensive approach focuses on your wealth in a systematic and intentional way. Let us show you how.

 

Learn Our Process

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Solutions That
Transition as You Do

Whether you are growing or preserving your wealth, we are here to help you navigate your financial choices. 

 

See Our Services

Offering You Recognized Experience

Five Star Award 2021

2015 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was issued on 10/17/23 by Five Star Professional (FSP) for the time period 1/9/23 through 7/31/23. 2,627 advisors were considered, 160 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit  Five Star Professional.

Womens Choice Award

2014-2023 Women’s Choice Award, created by WomenCertified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. 88 advisors, 76 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information, Women's Choice Award

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