Vistica Wealth Advisors

Vistica Wealth Advisors

Contact Information

Phone: 916-866-4490
Jeff Vistica
Dan Vistica
Phone: 916-866-4490
Vendor member since January 2024

Company Description

Helping dental practitioners and practice owners carefully craft a tailored wealth-building strategy to design, build, and protect their financial future.

Products & Services

Holistic wealth management and financial planning, carefully dissecting your practice and personal financial plans, including tax and estate planning considerations, resulting in a comprehensive strategy to optimize and maximize both practice and personal financial, retirement, and legacy planning.

Benefits, Special Pricing and/or Discounts Extended to SDDS Members

Complimentary second opinion addressing tax, financial, estate plans. Complimentary review of student loan debt planning.

Become a Vendor Member »
Current Vendor Members »