INTRODUCTION “It was the best of times, it was the worst of times…”– Charles Dickens As a financial advisor, I regularly encounter a wide spectrum of market opinions among my clients. On … Read More... about Q2 2024 Investment Letter
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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
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.
Articles
Q1 2024 Investment Letter
INTRODUCTION“Time in the market beats timing the market...” – Ken Fisher As investors, we acknowledge the inherent complexity and unpredictability of financial markets. Humility and … [Read More...] about Q1 2024 Investment Letter
Q4 2023 Investment Letter
INTRODUCTION “History provides a crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” – Shelby M.C. Davis The stock market produced … [Read More...] about Q4 2023 Investment Letter
Q3 2023 Investment Letter
INTRODUCTION “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” - Peter Lynch We spend a lot of time in our investment letters … [Read More...] about Q3 2023 Investment Letter