WealthVista Advisors

WealthVista Advisors is a premier wealth management firm based in Lisbon, Portugal, offering bespoke financial planning and investment advisory services to high-net-worth individuals, families, and corporate clients. Founded in 2020 by wealth manager Pedro Moreira, the firm specializes in personalized wealth management solutions, including portfolio diversification, estate planning, tax optimization, and retirement strategies. WealthVista Advisors is renowned for its tailored approach, ensuring that each client’s financial goals and risk tolerance are carefully considered.

The firm’s services range from asset management and real estate investment advisory to philanthropic planning and succession strategies for family offices. WealthVista Advisors has a strong track record of helping clients grow and protect their wealth through diverse investment portfolios and strategic financial planning. One of the firm’s key successes was advising a family-owned business in transitioning generational wealth, ensuring the preservation and growth of their assets across multiple sectors.

WealthVista Advisors operates with values of integrity, trust, and client success. In 2023, the firm reported assets under management (AUM) of €250 million, with revenues of €20 million. Looking ahead, WealthVista Advisors plans to expand its services by introducing sustainable investment products and digital wealth management solutions, positioning itself as a leader in Portugal’s wealth management industry.