Burr Pilger Mayer announced a move toward more offerings for clients via a merger with Vista Wealth Management in Palo Alto.
“When we get involved with our clients, we want to help them with everything from estate planning to tax planning to insurance,” said Henry Pilger, founding partner of the CPA and financial consulting firm. “We thought investment advice was a place our clients were lacking.”
Mr. Pilger has more than 25 years of financial, estate and tax planning experience for businesses and high net worth individuals and has been appointed Vista president and chief executive officer.
Burr Pilger Mayer recently merged with Andersen & Company, a certified public accounting firm in Santa Rosa and has offices in both Santa Rosa and Novato.
The services Vista provides will be available to North Bay clients.