Vista Wealth Management, LLC

Michael E. Spector is my advisor at Vista Wealth Management as well. I work for a well-​known, very successful tech company that IPO’d in the last 5 years and had/​have options concerns around investment planning and wealth management; preservation and tax strategy.
Vista Wealth Management and their in-​house tax practice is 1 – 2 knockout punch. I got calls from Merrill; Lehman; UBS; Goldman — all the same pitch. Vista has all the same or better pedigree but take their time with me and don’t churn my portfolio for 2% points. Net-​Net: Vista has better track records, is more talented, more trustworthy, charges lower fees and INCLUDES free CPA work for filing my tax returns? They are the best kept secret in town — Expertise, Integrity and lower costs. No wonder Vista’s client list reads like FastCompany directory yet they operate with a Forbes like mentality and Four Seasons like service.

Financial Planner/​CPA
Michael Spector is my advisor at Vista Wealth and I have to say that after being a big bank client for years I am very pleased to have found Michael and his company. He is high on integrity and the best resource for personal finance I have ever met. He is a CPA as well as an investment guy/​planner so he just really understands how all of the pieces fit together. Bottom line is that he is a good guy that knows how to execute.