After nearly a decade as Wasatch Wealth, we have recently changed our business name to NuVista Wealth. This decision took months of planning and implementation, and it wasn’t merely cosmetic. Here’s the story behind this change and what it means for you.

Why Change?

We originally picked the name Wasatch Wealth because of the beautiful Wasatch Mountains that shadow our office and surround many of our clients. The name has inspired our logo and even the name of our process—the Wasatch Way.

However, last year, we received a cease-and-desist letter by another business to change our name. Years earlier, this company had trademarked “Wasatch” in the financial industry. We were unaware of this trademark when we changed our name to Wasatch Wealth over eight years ago and ran into no problems at the time. Since a crucial part of maintaining and defending a trademark is to actively protect it from unauthorized uses, we were strongly encouraged to change.

After several months of interactions between both parties’ lawyers and to avoid the high cost of further legal action, we decided to change our name to NuVista Wealth.

What This Means for You

Even though our name has changed, we are still the same. Our process hasn’t changed—it’s just now called NuVista Way instead of Wasatch Way. We also have only changed our Doing Business As (DBA) name. This means Raymond James will continue to be our broker dealer, and all your accounts will continue to be with them. You can continue to access Raymond James Client Access from our website.

From caller IDs and voicemails to the logo on top of our letterhead, anywhere Wasatch Wealth used to be NuVista Wealth will now appear instead. Our website has changed from WasatchWealth.com to NuVistaWealth.com, and you are now receiving emails from @nuvistawealth.com instead of the old @wasatchwealth.com. If you are expecting an email from us but have yet to see it, check your spam folder in case it ended up there.

Moving Forward Together

While we didn’t anticipate this change, we’re embracing it as an opportunity to renew our commitment to helping you in your personal financial journeys. We’re excited about this new chapter (this new vista, you could say), and we’re grateful to each of you for your continued support.

Thank you for trusting us through this transition. If you have any questions, please reach out to us. Here’s to new horizons and a bright future together as NuVista Wealth!