Private Vista’s diverse team spans multiple generations and offers clients many decades of collective experience and wisdom. We are a forward-looking team striving to provide industry leading wealth management — one that implements our knowledge of the past along with what we continue to learn in an ever-changing world. As a strategic partner with Hightower Advisors, we pair institutional resources with our boutique client experience to provide the evolved experience — financial planning and wealth management that help clients live enriched lives!
As our practice continues to grow — and as we welcome new members to the team — we continue to instill in them the values that have made Private Vista a success (see our 30 Fundamentals). The team that we’re building and the relationships we’ve formed with our clients help ensure Private Vista will on the forefront of planning for decades to come.