Vista Point Wealth Advisors

About This Business

Vista Point Wealth Advisors is a financial services firm that specializes in retirement income planning, investment management, tax-efficient financial strategies, wealth transfer strategies, and generosity. The company's team, led by founder Brian Brooks, takes a personalized approach to understanding each client's unique needs and values, incorporating them into their financial objectives. With a strong focus on customer service, Vista Point Wealth Advisors provides unparalleled support to its clients, helping them achieve financial clarity and confidence as they work towards their goals and dreams. The company is part of Thrivent, a member-owned financial services organization that offers advice, investments, insurance, banking, and generosity programs to help clients make a positive impact on their communities. Vista Point Wealth Advisors is committed to providing exceptional service that goes beyond expectations, and its guiding principles of faith, family, service, and generosity form the foundation of every relationship it builds with its clients. The company proudly supports local organizations and encourages its clients to get involved with causes that matter to them. With Brian Brooks' 25 years of experience as a wealth advisor with Thrivent, Vista Point Wealth Advisors is well-equipped to help its clients navigate the complexities of financial planning and achieve their long-term goals. Whether it's preparing for retirement, investing in the future, or giving back to the community, Vista Point Wealth Advisors is dedicated to helping its clients make a meaningful impact. The company's approach is centered around building strong relationships with its clients, taking the time to understand their individual needs and values, and providing tailored advice and guidance to help them achieve their financial objectives. By combining its expertise in financial planning with its commitment to community involvement and generosity, Vista Point Wealth Advisors is making a positive difference in the lives of its clients and the wider community. As a member of Thrivent, Vista Point Wealth Advisors is part of a larger community of people who are working together to make a positive impact on the world. With its strong focus on values-based financial planning, Vista Point Wealth Advisors is helping its clients to align their financial decisions with their personal values, and to use their resources to make a positive difference in the world. Whether you're just starting to plan for your financial future, or you're looking for a trusted partner to help you navigate the complexities of retirement planning, Vista Point Wealth Advisors is here to help. With its team of experienced professionals, its commitment to exceptional customer service, and its focus on values-based financial planning, Vista Point Wealth Advisors is the perfect choice for anyone looking for a financial partner who truly understands their needs and values.