We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Founder / President
Investments, Financial, Tax & Estate Planning
Gradient Investments, LLC.
We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing comprehensive financial solutions. Our diverse selection of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Plus we offer access to tax and compliance services through our third-party affiliates: Stovall and Associates, Ltd. and RIA Registrar, LLC.
The Gradient Investments individuals who provide investment management and advisory services are not associated persons with any broker/dealer.
Chief Investment Officer
In October 2008, Wayne Schmidt joined Gradient Investments, LLC and Serve as Chief Investment Officer, With 26 years of investment experience, Wayne brings decades of institutional experience and in-depth knowledge of the private client .......
Senior Portfolio Manager
Michael Binger, CFA®, serves as the Senior Portfolio Manager for Gradient Investments, LLC. he Brings over 24 years of institutional equity investment to Gradient Investments and its affiliated advisors and Clients.
Senior Investment Analyst
Mariann Montage, CFA® serves as a Senior Investment Analyst for Gradient Investments, LLC. She has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure.
Vista Wealth's Network of Professionals
Below are other professionals we work with to bring solutions to the complexities of life.
You may also visit them at www.vista-wealth.net or call 623-505-9830.
Legal Document Preparation (6)
Broker - Commercial & Personal Lines
Insurance Services (2)
Insurance Services (1)
Medicare Health Insurance (3)
Mortgage Lending (6)
Broker - Personal Lines
Insurance Services (1)
Business Services (4)
* Representative is not affiliated with Gradient Securities, LLC., or Vista Wealth Network, PLLC.
Products & Services offered through Independent Companies
Below Independent Companies (1-6) are not affiliated with Gradient Securities, LLC., or Vista Wealth Network, PLLC
- Insurance services and products are offered through Westgate Insurance Group, PLLC (WIG).
- Insurance services and products are offered through Canyon Lands Insurance (CLI).
- Insurance services and products are offered through Health Insurance Solutions (HIS).
- Business consulting services and products are offered through Driven Coaching (DC).
- Legal document preparation services and products are offered through Eugenia Lien (CLDP # 80669) dba Certified Document Services (CDS).
- Mortgage lending services and products are offer through Sterns Bank (SB).
WIG, CLI, HIS, TCC, SB, DC, or CDS are not affiliated with Gradient Securities, LLC., or Vista Wealth Network, PLLC."