Let’s plan the path to reach your goals.
At Mountain Wealth, providing you with the guidance and expertise to reach your goals is our specialty, passion, and purpose.
Comprehensive Planning
Mountain Wealth is a boutique, fee-only, wealth management practice providing comprehensive financial and estate planning, as well as sophisticated portfolio management services to successful individuals, families, businesses and institutions. We serve our clients as trusted advisors, creating and implementing personalized strategies that help you preserve your legacy, support your cash to long-term goals, and align with your financial picture as a whole.
We are committed to upholding high standards of quality, integrity, and service in all that we do.
OUR MISSION
At Mountain Wealth, we understand that you’re entrusting us with more than assets—you’re entrusting us with your future. We take this responsibility very seriously.
Our mission is to provide you with thoughtful guidance, robust investment knowledge and financial strategies that help you achieve your long-term objectives. We believe that portfolios and investment solutions should be tailored to your distinct circumstances and preferences, which is why we work with you to understand your values, needs, lifestyle and vision for the future.
INTEGRITY
We do not have sales goals, and we do not receive a commission on the products we recommend. Instead, we leverage access to sophisticated resources and solutions, and select only those that align with and support your financial objectives. We are devoted to offering you objective advice and a transparent model.
Coordination
We work with you to create strategies that coordinate your portfolio, investments and financial needs. Additionally, we partner with your CPA, estate planning attorney and other trusted advisors to help ensure cohesion throughout your financial life.
KNOWLEDGE
With constantly changing market conditions, it’s of the utmost importance to be knowledgeable in the financial industry, as well as domestic and global events that impact the markets. We are committed to staying up-to-date on relevant securities laws and regulations, in addition to social and economic influencers, in order to provide you with informed, proactive financial advice.
FIDUCIary
As a fee-only firm, we have a legal obligation to serve you, your family and your business as your fiduciary. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit. This means that the discipline of putting your interests first and providing objective advice and solutions is more than just a worthy ambition; it is our duty.
