INTRODUCTION “The more things change, the more they stay the same” -Jean-Baptiste Alphonse Karr While the last 15 months have been anything but ordinary, someone simply observing financial market … Read More... about Q2 2021 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.
INTRODUCTION “Don’t look for the needle in the haystack. Just buy the haystack.” -Jack Bogle In reviewing the performance of the broad market indices, one could be forgiven for assuming that it … [Read More...] about Q1 2021 Investment Letter
INTRODUCTION “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the … [Read More...] about Q4 2020 Investment Letter
Ideally, your investment portfolio would be managed by a professional who is continuously optimizing your holdings over the course of the year, but for the “do-it-yourselfer”, here are 3 tips for your … [Read More...] about 3 Portfolio Tips For Year End