NuVista Financial Services LLC
Our Firm
Who We Are
Brad Thompson founded NuVista Financial Services LLC in 2011 with a clear mission:
To give main-street investors access to the same risk-managed investment strategies historically reserved for high-net-worth individuals, pension funds, and endowments.
These strategies are designed with a goal to capture market upside while limiting downside exposure—a crucial distinction for those approaching or already in retirement. Today, thanks to third-party money managers and low minimum investment requirements, these approaches are more accessible than ever.
With over 32 years of experience in the financial services industry, including nine years working inside a major mutual fund company, Brad understands both sides of the industry. He was trained in the traditional “Wall Street system.”
A Smarter Investment Process
If you're nearing retirement—or already retired—this is the time to take a fresh look at how your investments are managed. Risk is no longer theoretical; it's real, and it can derail even the best-laid retirement plans if not addressed proactively.
We believe every investor should ask:
"Are my investments ready for the next market storm?"
If you're unsure of the answer, we should discuss it further. You may have more options than you realize.
Ready to stress-test your plan?
If you’re unsure whether your portfolio is built for the next market storm, let’s talk through your options.