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Vista Wealth Group

Omaha Branch

11235 Davenport St Ste 109
Omaha, NE 68154

Logan, IA Branch

312 E 7th St
Logan, IA 51546

Phone:

402-339-4800 (NE & IA)

Our Services

We'll start with the big picture, work to understand your needs and then create a tailored plan just for you.

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Vista View

Monitor Your Financial Health With eMoney Planning Software.

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Contact Us

Please feel free to contact us with any questions.

Welcome to Vista Wealth Group!

We are financial advisors located in Omaha, Nebraska and Logan, Iowa. Our advisors are focused on holistic wealth management encompassing custom retirement income plans, wealth building and asset protection.

Our aim is to create a collaborative partnership, prioritizing personal connections and understanding your unique financial goals. To highlight our commitment, we provide complimentary initial consultations, allowing you to discover how we can support your financial journey without any obligation. Let's work together to bring your financial goals insight.

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Newsletters

HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators