Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC is an independent, fee-only financial advisory firm headquartered in Surprise, Arizona. Founded in 2011, the firm puts client interests first as a fiduciary and is committed to providing personalized financial strategies powered by leading-edge technology and service. With a team of 3 employees, Vista Cima serves primarily individual clients, including both high net worth and other individuals, with the goal of helping them achieve their financial, lifestyle, and legacy objectives.
Investment Strategy
Vista Cima Wealth Management LLC operates as a fiduciary, focusing on personalized financial advisory for individuals, particularly high net worth clients. The firm is dedicated to innovative and individualized wealth management strategies, utilizing modern investment vehicles such as major U.S. equities and ETFs. Their approach centers on understanding each client's goals and risk tolerance, providing solutions for legacy planning, lifestyle enhancement, and passive income strategies. Vista Cima prioritizes transparency, client-first ethics, and the use of advanced technology to optimize outcomes and maintain high standards of service.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 13.25% | $14.2M | 25,689 | $509.96 | $551.64 | +$2.3M |
S SCHG | SCHWAB STRATEGIC TR | 12.38% | $13.2M | 453,421 | $27.43 | $29.21 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 6.28% | $6.7M | 42,528 | $134.33 | $157.99 | +$2.1M |
M MSFT | MICROSOFT CORP | 4.82% | $5.2M | 10,364 | $421.50 | $497.41 | +$1.2M |
V VO | VANGUARD INDEX FDS | 4.72% | $5.0M | 18,024 | $263.39 | $279.83 | +$521.9K |