Podcast – What You Can Expect from the Private Vista Experience (Ep. 2)

By Nicole Young on September 26, 2022

Whether you found us via our website, our podcast or a referral, you might wonder what to expect if you choose to work with us at Private Vista.

In this episode of Dollar$ and $ense: Creating Your Fulfilled Life, Private Vista Partner, Nicole Romito, gives a debrief of what the Private Vista experience is like. She goes over what it’s like to call the office, what to expect afterwards, what type of information should be prepared for the first meeting and some resources for collecting them.

To learn about the Private Vista experience, listen to the episode here:


Don’t forget to click here Dollar$ and $ense to subscribe on iTunes, Android, and your favorite podcast channel!

Keep up with our podcasts and get exclusive access by connecting with Private Vista on LinkedIn.


Private Vista, LLC is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

Click here for definitions of and disclosures specific to commonly used terms.