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 extensive 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 unique life planning tools and resources to provide you with counsel 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: Be Proactive.

Solve problems before they happen by anticipating future issues, planning for contingencies, and addressing them in advance. Work with appropriate lead times. Call clients before they call us. Preventing issues is always better than fixing them. See all 29 Fundamentals here.

Private Vista Webinar on "The Illinois Tax Exodus: Stay or Leave?"

Do you know people who have moved out of state to save on taxes? Have you wondered whether a tax-saving change of residence might make sense for you? There’s a lot to consider, and it’s definitely not “one size fits all." Join Jeff Toner, a partner at wealth management firm Private Vista, who will cover the variety of factors that play into deciding whether or not a move is right for you. Don’t miss this webinar that will help you make informed decisions about your future!

Crain's Roundtable on Wealth Management Environmental, Social and Governance (ESG) Investing

The Private Vista Director of Investments was interviewed by Crain's about Environmental, Social and Governance (ESG) Investing. Click below to read the full article!