A Different Kind Of Investment Firm.Built On A Different Kind of Investment Philosophy.

The Vista office is reopening May 13th and will operate under advised CDC guidelines.  Even though we will be in the office, we will continue to social distance on behalf of clients - which means we will not be taking in person appointments at this time.  We will continue with phone and Zoom calls until June 1st (tentatively).  After June 1st, each appointment location will be decided based on the well-being of our clients.  Olivia will begin reaching out to schedule appointments and we encourage you to call if you need anything at all.

Our office hours will remain:
Monday - Thursday:   8:00 – 5:00
Friday:  8:00 – 4:00

Thank you for your continued well wishes and we hope you are staying save and healthy.

Ron, Kim, Mindy, CJ and Olivia