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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

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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