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Welcome to EmpoweredVista

At EmpoweredVista we assist families by empowering them to be in control of their financial outlook, or vista:

  • Estate planning - Solid approaches to reduce/eliminate estate taxes
  • Industry Partnerships - Finding best-of-class companies with great features to create the desired result
  • Intelligent Tax reduction - Financial options are explored with a "tax smart" approach
  • Multi-generational viewpoint - Smart strategies for money that is inherited, and money that will be passed on
  • Parents in Assisted Living - Options for care, oversight of estate assets, and planning for the future

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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