Vista Wealth Group are financial advisors in Omaha, Nebraska and Logan, Iowa focused on holistic wealth management - including custom retirement income plans, wealth building, and asset protection. Bring your goals InSight with our Vista View wealth management system. Contact us today to schedule a no-obligation consultation.
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed.
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed.
Services
Eric Jones is a financial advisor with background and experience in financial planning and business management. Jones has been in the financial services industry since 2007. He holds a Certificate in Financial Planning from Boston University - Metropolitan College and a Bachelor of Science degree from the University of Nebraska at Kearney in Music Business Comprehensive.
In January of 2018, Eric Jones and Sherman Tegtmeier of Vista Wealth Group were selected by longtime Harrison County advisor, John Espenmiller, to be his successors upon retirement. In addition to their Omaha branch, the group maintains a full-time office in the historic Harrison Mutual Insurance building on Highway 30 in downtown Logan, IA.
The advisors at Vista Wealth Group have a broad range of available products and financial planning services. We stand firmly against the cookie cutter approach. We are yet to meet two clients that are the same and believe that each deserve careful and thoughtful service. As your personal wealth advisor, we'll start with the big picture, work to understand your needs and then create a tailored plan just for you.
We specialize in goals based planning and investing, a methodology that tracks progress toward your ultimate objective, rather than a random financial benchmark. Each of us invest for a reason. In fact, there are often several underlying goals within the same portfolio (emergency funds, retirement funds, charitable interests, etc.).
In a world of mass customization, investors can now include Socially Responsible investment strategies that align with their personal ideals and beliefs. We understand that many of our clients have passionate beliefs and strong values on a wide range of issues. Often, they would prefer to invest in accordance with these values.
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