Altavista Wealth Management, Inc. is an investment advisor and trust company serving individuals, families and institutions focused on the creation and preservation of wealth. Altavista’s team of professionals is committed to concentrate on offering clients quality investment solutions, highly personalized service, comprehensive planning and unbiased advice. Altavista’s financial advisors bring an average of 25 years of experience to every client relationship with a diversity of skills and expertise in financial planning (retirement, estate, tax and charitable planning), independent investment management, trust services and family office services. To learn more about Altavista Wealth Management, visit https://altavistawealth.com/ -- Disclaimers: http://altavistawealth.com/policies
View Top Employees from Altavista Wealth Management, Inc.| Website | http://www.altavistawealth.com |
| Revenue | $2 million |
| Employees | 11 (3 on RocketReach) |
| Founded | 2003 |
| Address | 4 Vanderbilt Park Dr Ste 310, Asheville, North Carolina 28803, US |
| Phone | (704) 365-4867 |
| Fax | (704) 365-4868 |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| Web Rank | 7 Million |
| Keywords | Tangible Investment Management, Retirement Planning Asheville, Alta Vista, Dan Akers |
| Competitors | COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA, INC, Chilton Capital Management LLC, Petersen Hastings, Rodgers & Associates, Trust Company of the South |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Altavista Wealth Management, Inc. Questions
The Altavista Wealth Management, Inc. annual revenue was $2 million in 2024.
Karen Coble is the Trust Services Director of Altavista Wealth Management, Inc..
3 people are employed at Altavista Wealth Management, Inc..
Altavista Wealth Management, Inc. is based in Asheville, North Carolina.
The NAICS codes for Altavista Wealth Management, Inc. are [5239, 52393, 52, 523].
The SIC codes for Altavista Wealth Management, Inc. are [628, 62].
Top Altavista Wealth Management, Inc. Employees
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ViewKaren Coble
Trust Services Director at Altavista Wealth Management, Inc.
Rock Hill, South Carolina, United States13 -
1
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ViewMari Panzenhagen
Client Services Manager at Altavista Wealth Management, Inc.
Asheville, North Carolina Area
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