Experience the Difference
The resources of a large firm and the personal attention of a small boutique.
Don't get stuck at the bottom.
Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.
Vista Pointe Wealth Solutions is a boutique financial advisory firm that serves the affluent business owner and high-income professional market. We assist our clients with wealth preservation, asset protection, efficient tax planning and integrated insurance planning solutions.
As the advanced planning arm of Lifetime Financial Growth, LLC, a large regional firm in the Midwest, we can provide the scope and depth of a large company yet provide a personalized high level of service expected by today’s discerning clients.
Our business is about trusted relationships. We hope to earn that through our integrity, character and professional acumen.
To provide excellence in service and innovative financial strategy and product design to help our clients reach their objectives in the accumulation, protection and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family and commitment to their communities.