Vista Alta Advisors LLC is an independent, boutique multi-family office and Registered Investment Advisor (RIA) based in Southern California. The firm provides comprehensive, integrated wealth management services to a limited number of high-net-worth families. Their services are designed to manage, preserve, and grow family wealth across generations, encompassing investment management, advanced tax and estate planning, risk management, and philanthropic strategies. The company was founded to offer objective advice and a high-touch, personalized service model, acting as a fiduciary for its clients.

Founded in

United States