Private Banking Directory: Altavista Wealth Management, Inc.


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Altavista Wealth Management, Inc.

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Altavista Wealth Management, Inc.

Altavista Wealth Management, Inc. is a registered investment advisor and trust company serving individuals, families and institutions focused on the creation and preservation of wealth. Our mission is to produce superior risk–adjusted returns through a disciplined and active asset deployment strategy which diversifies the portfolios under our charge across stocks, bonds, real estate and alternative investments utilizing stocks, bonds, mutual funds and institutional money managers. Portfolios are managed in a cost and tax-sensitive manner and tailored to our clients’ specific goals. We are compensated only for our advice and counsel and have no proprietary interest in any strategy, fund or product. We also provide financial planning, estate planning and fiduciary services to provide comprehensive management of our clients’ financial affairs, working in concert with their legal, tax and risk management advisors. The principals and staff of our firm form close relationships with our clients and typically are involved in all aspects of their financial well-being. Altavista represents the realization of the idea that an investment firm can be approachable and personal without being parochial or limited in the investment choices offered to its clients.

North America

USA

North Carolina

Asheville

Address:

One Town Square Blvd.,Suite 260, Asheville, NC 28803, USA

	Phone:	+1 866 684 2600
	Fax:	+1 828 684 2680

Web:

http://www.altavistawealth.com/

Domestic Branches

	Home North America USA North Carolina Asheville Contact
	Home North America USA North Carolina Charlotte Contact

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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