INTRODUCTION “In investing, what is comfortable is rarely profitable." -Robert Arnott The year 2022 was challenging for any investor utilizing traditional investments to construct their … Read More... about Q4 2022 Investment Letter
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.
OUR FINANCIAL SERVICES
Investment Management Services
Comprehensive Financial Planning
Financial Consulting by the Hour
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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