A complete list of active advisors currently associated with Vista Cima Wealth Management LLC

Warmer can help you find a great advisor at Vista Cima Wealth Management LLC or one who fits your needs even better.

Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans; the firm reports no account minimum and serves about 266 clients. As of December 2025 the firm managed roughly $142 million in client assets and operates with three advisors. The firm documents client objectives in a written Investment Policy Statement and typically seeks discretionary authority to implement model allocations and execute transactions on clients’ behalf. Its investment process combines fundamental, quantitative, modern portfolio theory, technical/charting and cyclical analysis and employs both long‑term and short‑term trading across mutual funds, ETFs (including precious‑metals ETFs), REITs, fixed income and non‑U.S. securities. Operationally, Vista Cima requires clients to custody assets at Schwab Institutional and discloses access to Schwab’s institutional trading, custody and research services; the brochure also notes the firm may receive research or other “soft dollar” benefits from custodians, which it identifies as a potential source of conflicts. The firm does not use third‑party sub‑advisers or participate in wrap fee programs, offers pension consulting that can include recommending money managers, and relies on custodian‑provided account statements rather than issuing separate written reports.

To learn more about the advisors currently working at Vista Cima Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.