Tax-savvy, client focused advice
Evidence-based advice to safeguard your financial future and realize your dreams.
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.
What we do
At Vistica Wealth Advisors, we believe everyone deserves finances built to last, with unmistakable evidence delivered by financial advisors who truly care.
Reinforcing your legacy
How do we work for you? Watch our video
How can we help?
Is your focus on your family, your legacy, your community or something else?
Is it achieving a work / life balance?
Taking time to travel or doing charitable work? What do you think will bring you contentment?
Is retirement something you value or do you want to continue working for as long as possible?
Do you want to spend more time with your children and grandchildren? Are charitable activities at the top of your list?
Is your primary concern not running out of money and maintaining your quality of life for you and your loved
How much risk can you tolerate and do you need to take to reach your financial goals?