EXPERTISE YOU CAN TRUST
At Vista Partners, we stay true to our name, helping you envision and build the long-range financial future you have always imagined. Our decades of experience encompasses both qualified retirement plan management for businesses and the design and implementation of wealth management plans for individuals and families alike. By combining our holistic guidance with Baird’s extensive resources, Vista Partners can help you design a comprehensive financial plan fully aligned with your financial goals and interests, to bring your vista into focus.
New Updates
With the passing of the SECURE Act, came the birth of the Pooled Employer Plan (PEP) and some significant relief to employers who offer their employees a 401(k) plan. An employer adopting a PEP no longer has to sponsor a retirement plan, relieving them of 99% of administrative tasks and oversight. Not only does a PEP significantly reduce fiduciary responsibility, but it also eliminates the plan audit at the sponsor level, while providing your employees a state of the art participant experience. For more information visit our page on a Pooled Employer Plan (PEP).
Wealth Management
At Vista Partners, comprehensive wealth management is at the core of what we do.
Retirement Planning
We focus on building a comprehensive roadmap to retirement for our wealth management clients.
Trust Services
We can help you and your family protect, grow, and transfer your wealth in a way that reflects your values and vision for the future.
Business Owners
We can assist you in qualified plans, cash balance plans, strategies for a succession plan, valuation perspective, or advice regarding a sale or purchase.
WE ARE WITH YOU EVERY STEP OF THE WAY
We will work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
HOW WE WORK
When developing your family or business plan, many levels of skill may be needed. Our role is to understand your goals and vision for your family and business affairs. Our professionals partner with you, your attorneys and accountants, to facilitate and bring your vista into focus. By providing holistic guidance and resources, Vista Partners will help you design a single comprehensive strategy, incorporating your financial goals and interests.