Our Services

Providing financial management for today's uncertain global marketplace.

What We Do

Clients choose NuVista Financial Services based on our holistic financial planning process with expertise in market risk management. Our philosophy is to safeguard against major losses and use the best investment strategies to grow your capital.

How do we build a portfolio that works to capture market gains while minimizing losses in today's uncertain global marketplace?

We offer a proprietary target-date series of funds (primarily invested in Vanguard® ETFs), and we use third-party money managers. One of those third-party money managers is Beacon Capital Management.

Beacon is fundamentally improving the science of investing. They are a next-generation registered investment advisory firm that offers long-term investors innovative portfolio management solutions that work to capture gains while limiting losses from today's market volatility.

Watch this short video (about two minutes) regarding Beacon Capital Management's use of stop-loss investing to manage risk in a deflationary or downward moving stock market.

Portfolio Management

We use our risk management process along with the information gathered in the financial planning process to build custom portfolios for our clients.

Financial Planning

Holistic Financial Planning is an ongoing process that helps us advise you on decisions needed to help you achieve your goals.

Ideal Client Profile:

  • Couples or individuals planning to retire in the next ten years.
  • Current retirees interested in maintaining a high quality of life in retirement and planning for a family legacy.
  • Super-savers. Couples or individuals with a goal of retiring early.
  • Professionals, small business owners, and corporate executives planning for their secure retirement.
  • Couples and individuals going through periods of transition, including retirement, loss of a spouse, career change, divorce, or inheritance.
  • Investors looking to use hedged or tactical investment strategies for a reduction of Stock Market Risk.

We Help Our Clients With The Following Planning Goals:

  • Maintain my Lifestyle During Retirement.
  • Social Security Decision Making.
  • Estate Strategies or Inheriting Money. Visit my website at www.planyourheritage.com
  • Medicare or Long Term Care Planning.
  • Divorce Planning.
  • Income Tax Planning Assistance.
     

Ready to talk?

Before we can invest a dollar for you, we need to get to know you. We need to learn your story, what's important to you, what your dreams and goals are. We need to understand your true risk tolerance so that we can put an investment management process in place for you.

Our number one goal is to provide you with the peace of mind that investment risk controls can provide.

If you're ready to find the peace of mind and confidence that investing with good risk controls can provide, please Click Here, and fill out our contact page. We will contact you within the next business day.