Mountain Vista Wealth Management

Guiding from Valley to Peak

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Guiding from Valley to Peak

Mountain Vista is a fee-only registered investment advisor dedicated to guiding our clients to a secure financial future through strategic wealth management and financial planning.
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About Mountain Vista Wealth Management

We seek to guide our clients towards their definition of a successful retirement through proactive financial planning and customized investment management.

We specialize in working with real estate investors, individuals and companies with retirement planning needs.  Our clients want to develop a lasting relationship, built upon competency and trust.  They are action-oriented and want to improve personally and financially.

We are a fiduciary, which means we are legally obligated to act in our clients’ best interest when making recommendations.

We are fee-only, which means the advice given and investments made have the purpose of achieving your goals and not generating fees and commissions.

Affiliations

OUR FINANCIAL SERVICES

Investment Management Services

Mountain Vista offers investment management services to its clients.  We employ a tactical asset allocation strategy.  Our portfolios are diversified across a number of asset classes and are tailored to the individual goals and risk profile of each client.

Investing

Comprehensive Financial Planning

At Mountain Vista, we believe that planning is power.  Having a comprehensive financial plan in place will give you greater confidence that you are on the path to achieving your financial goals, allowing you to focus on living today.

Planning

Financial Consulting by the Hour

While we believe that everyone would be best served by a comprehensive financial plan in the long run, we understand that some people are only looking for advice on one or two topics or are simply not ready to make the commitment to a longer term relationship.

Consulting

Meet the Team

Jonathan Heagle, CFP®, CFA

Jonathan founded Mountain Vista in 2017 with the objective of improving the access to quality financial advice for clients of varying asset levels.  With 16 years of experience as a proprietary trader and portfolio manager at prestigious financial firms prior to founding Mountain Vista, Jonathan is uniquely positioned to help his clients develop and execute customized solutions to their financial needs.

Michael Riolo, J.D.

Michael joined Mountain Vista Wealth Management to help families, individuals, and business entities by providing a holistic approach to financial planning and management. Michael combines his experience in the financial services industry with his work as an attorney in private practice to help individuals, families and business entities manage and protect their wealth.

Schedule Your Free Introductory Call

Whether you are just starting to think about financial planning, or you’ve been at it for a while and need a new set of eyes to review your circumstances, we’d like to talk with you.

Schedule a free, no obligation call to get started on a plan for tomorrow while you enjoy the gifts of today.

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