Vista Capital Partners is a Portland, Oregon–based wealth management firm founded in 2001, serving high-net-worth individuals and families with $2 million or more to invest. The firm emphasizes a personalized, goals-based approach to financial planning, focusing on what brings clients the most joy in life. Their services include investment management grounded in diversified, low-cost, and tax-efficient strategies; comprehensive financial planning that adapts to life changes; and legacy planning to align wealth with personal values. Vista also provides guidance through significant financial transitions such as retirement, business exits, inheritance, and complex compensation scenarios. As of recent reports, the firm manages approximately $2.5 billion in assets and is led by CEO Dougal Williams, who has been with Vista since 2004. The firm is 100% employee-owned, with 11 partners among its 35 employees, and is committed to building happier and more prosperous lives for its nearly 600 clients.