Company Description

We are family-owned, independent financial advisors with office locations in Carlsbad, Sacramento, and Reno, NV.
Our niche is exactly who we are: business professionals and entrepreneurs with a major emphasis on the importance of family. We work with business owners, entrepreneurs, dental professionals, and neurodiverse families to develop a tax-savvy, goal-oriented financial plan.

Products & Services

We provide an agreed upon and written Investment Policy Statement and financial plan ,   We help you manage ongoing services ,   We work with Charles Schwab and Fidelity. ,   We manage investment risk with global diversification as the starting point and balance with the diversification policy with an allocation to high-quality fixed income and alternative investments for some. ,   We provide an agreed upon and written Investment Policy Statement and financial plan. ,   We work with Charles Schwab and Fidelity ,   We provide a comprehensive suite of services, all included in your annual planning fee. ,   We primarily use Charles Schwab and Fidelity to establish and hold client investment accounts. ,   We become your consultant and partner to help you address ongoing tax, estate and financial planning concerns. ,   We have a very high retention rate of our clients. ,   There are multiple layers of protection to safeguard investor assets ,   We primarily use Charles Schwab and Fidelity to establish and hold client investment accounts ,   If you wish to cease the relationship with Vistica Wealth Advisors, there is no fee or penalty to do so. ,   We become your consultant and partner to help you address ongoing tax, estate and financial planning concerns ,   We provide you with easy viewing and 24/7 access to view a consolidated look at all of your investments, plans etc. through a client portal ,   We manage investment risk with global diversification as the starting point and balance with the diversification policy with an allocation to high-quality fixed income and alternative investments for some ,   We provide a comprehensive suite of services