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Understanding Comprehensive Wealth Management 

At Vista Wealth Advisory, we’re dedicated to serving your comprehensive wealth needs. Although “comprehensive” is a term you often hear Financial Advisors and Wealth Managers use, few actually provide what we consider to be holistic, comprehensive support.

Many people fail to ask their Financial Advisor or Wealth Manager what services they get and what fees are they paying for those services. 

You are trusting your family’s wealth with us, so it’s imperative you understand what you’re paying for our services.

The graphs below illustrate the true “comprehensive” manner in which we serve our clients as well as how we attempt to simplify (a) how you pay for our services, and (b) how we streamline the process for you by offering a truly broad array of services.