Welcome to Private Vista
Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have considerable financial planning and investment strategy experience to apply to a broad range of financial issues. However, unlike many advisors, our work does not stop there. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration.
Right from the start, you’ll see the evolved approach we take in learning about you, your family, your business, and whatever else is important to you. You’ll find that beyond your original financial questions, we will also help you with the bigger picture – imagining the life you want, and then helping you reach that vision. We’ll use our comprehensive financial services capabilities and our life planning tools and resources to provide you with advice unlike any other firm. We have aligned our financial and life resources to help you achieve the goal of leading your enriched life – your Private Vista.
FUNDAMENTAL OF THE WEEK: LIVE YOUR PRIVATE VISTA.
Be an example of actively living your dreams. Own and protect your work-life balance, and make time for the things that are important in your life. Know and communicate boundaries and when you need to take a break to refresh and recharge. To give your best, you must be at your best. Be a steward of our most valuable resource: you!
WEBINAR REPLAY – MARKET UPDATE WITH BOB WESTRICK AND STEPHANIE LINK
On December 8, Private Vista Partner Bob Westrick, MBA, CPA, CFP® and Hightower Advisors’ Chief Investment Office, Stephanie Link shared...…
FINANCIAL PLANNING FOR 2022
At this time last year, I was writing an article for January which was focused on emerging from the pandemic and a return to normalcy. This goes to show how quickly our planning can shift from an offensive approach to defensive. Click below to read the full article!