What makes our firm great? Leadership.
Learn about our values and our firm.
VistaPro Wealth Management’s mission is to provide a world-class wealth management experience. Our clients are to receive the best possible guidance in bringing into focus and developing their own vision. We aim to provide our clients with the best possible advice for them, which is delivered with complete clarity and transparency. Our clients are always to receive white-glove service with systematic proactive touches throughout the year.
Not everyone who manages money is a fiduciary. We are, though. That means we put your needs ahead of ours and we can prove it. We document our processes so we can demonstrate we’re acting in your best interest as custodians of your money. We’re a product-agnostic, fee-based advisory firm, and as fiduciaries, we’re obligated to act in your best interests. And because we’re independent advisers, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing. We’re here for you.
Not everyone who manages money is a fiduciary. We are, though. That means we put your needs ahead of ours and we can prove it. We document our processes so we can demonstrate we’re acting in your best interest as custodians of your money. We’re a product-agnostic, fee-based advisory firm, and as fiduciaries, we’re obligated to act in your best interests. And because we’re independent advisers, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing. We’re here for you.
Rick W. Cabrera
CEO / Wealth Advisor,CTS ™
Rick is driven by his desire to provide for others—his family, clients, church, and community.
He likes working with people, and his natural aptitude for numbers and processing information, as well as for solving complex problems, makes him a natural fit for the wealth management industry.
He wants to help clients make the best possible decisions for themselves when they’re managing their hard-earned money, whether they’re at the beginning of their careers or preparing for retirement.
He loves the challenge and lives by the motto, “Always do the right thing and be transparent.”
Rick earned his BBA from Dowling College in Oakdale, New York, and holds his Insurance, Series 7, and Series 66 licenses. He is also a Certified Estate & Trust Specialist (CES) and a Certified Tax Specialist™ (CTS).
When he’s not at work, Rick loves to spend time with his wife and family, and to exercise, read, learn, hike, listen to music, or watch a great movie. He is also an active member of his church and is involved in music ministry.
He likes working with people, and his natural aptitude for numbers and processing information, as well as for solving complex problems, makes him a natural fit for the wealth management industry.
He wants to help clients make the best possible decisions for themselves when they’re managing their hard-earned money, whether they’re at the beginning of their careers or preparing for retirement.
He loves the challenge and lives by the motto, “Always do the right thing and be transparent.”
Rick earned his BBA from Dowling College in Oakdale, New York, and holds his Insurance, Series 7, and Series 66 licenses. He is also a Certified Estate & Trust Specialist (CES) and a Certified Tax Specialist™ (CTS).
When he’s not at work, Rick loves to spend time with his wife and family, and to exercise, read, learn, hike, listen to music, or watch a great movie. He is also an active member of his church and is involved in music ministry.
We’ve partnered with ChangePath to leverage their technology platform and research capabilities.
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Our investment philosophy (Modern Portfolio Theory) was designed to:
- Identify an ideal set of asset classes for the current investment environment.
- Select efficient and effective strategies to represent a set number of asset classes.
- Determine an investor’s risk tolerance to create the appropriate portfolio.
- Assign allocations among the chosen asset classes to mirror risk tolerances.
- Perform continual monitoring and periodic rebalancing of portfolios