Vista Wealth Solutions

If you’re evaluating a job offer, consider more than the salary or hourly rate. What’s the value of the overall package? How can it help you move toward your financial goals? Let’s connect about what’s next in your journey.

The start of a new era!    We couldn’t be more excited to begin this new chapter and bring our newly combined organization together in person for the first time at our recent VC Kick Off and Educational Retreat!    The energy in the room was electric, as was the collective power of our team. 2025 has been an exceptional year of growth and change, and our team has risen to the challenge. We're poised to create an even bigger impact on those we serve and help them see more of what's possible.    Thank you to our incredible speakers: Vaughn Bowman, CFA, Bradford Pineault, CFA, and Blake Leeper. Your powerful insights and inspiring stories challenged us to think bigger and act bolder.   As Blake reminded us, when faced with a challenge, don't ask, "Why me?" Instead, ask, "Why not me?"   Are you ready to make an impact? There's never been a better time to think bigger and #BeYourBest ✨

Today marks 24 years since September 11, 2001. We pause to remember the lives lost, honor the courage of first responders, and reflect on the resilience of families and communities in the wake of tragedy. May we never forget the heroes, the sacrifices, and the enduring spirit that defines this day. #NeverForget 

Today’s the day! And we can’t hold onto the news any longer …   We’re excited to share that MassMutual Eastern Pennsylvania and our colleagues at MassMutual Greater Philadelphia have recently merged, and together we are rebranding as Vista Wealth Solutions! 🎉   At Vista Wealth Solutions, our "Vista" is more than just a view—it's a mindset. It reflects our commitment to helping our advisors and our clients see the bigger picture and reach their full potential. Our goal is to help you make the most of yours—by planning with purpose, focusing on growth, and protecting what matters ✨   By joining forces, our team can now bring you an even wider range of expertise and a broader network of resources. This allows us to provide even more robust support for your goals, so we can continue to deliver the exceptional service you've come to expect 🙌🏻   It's important to note that while some things change, what’s most important remains the same: our commitment to you and our community 💛   We are proud of our history and are excited about our future together as Vista Wealth Solutions 🌄   #SeeMore #VistaMindset 

Thinking of retiring or selling your business someday? Start exit planning now to maximize value, minimize taxes, and ensure a smooth transition. Contact me to learn more.

Something new is in the works… and we can’t keep it a secret much longer! 🤫 We’ve got our eyes on the future, and it looks brighter than ever. Check back in this Tuesday to see what’s on the horizon 👀✨ #ExcitingNews #StayTuned #ComingSoon

Let’s work together to take advantage of the tax-free growth of HSA contributions. If you are young and healthy, it may be the perfect time to get started. https://bit.ly/46nkE5y

Take a moment to celebrate your commitment to hard work and strides to financial success. Wishing you a Happy Labor Day.

Alternative investments can offer diverse investing opportunities from traditional options such as stocks and bonds. As with any investing, there are advantages and risks to consider. Check out this helpful article that helps give more insight into alternatives: https://bit.ly/41u4sgd

Working with a financial professional can help you get support and guidance as you prepare for retirement and make long-term financial decisions. Reach out to set up a meeting.