Mountaintop Wealth

Mountaintop Wealth provides investment management, wealth management, and a range of financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. Services include ongoing and project-based planning, retirement and tax planning, risk management, and investment portfolio oversight tailored to each client's objectives.

The firm develops individualized investment policies and asset-allocation targets and manages portfolios on either a discretionary or non-discretionary basis. Its investment process combines strategic and tactical asset-allocation, uses fundamental, technical, charting, and cyclical analysis, and implements both active and passive vehicles while occasionally recommending outside managers.

Operating as a small, solo practice with roughly $1.31 million in assets across about 26 client relationships, the firm places an unusual emphasis on financial education through seminars and public speaking engagements, sometimes provided pro bono. The principal’s ongoing community financial-empowerment work and a prior education-focused business activity further reflect the firm’s distinctive focus on client education alongside traditional advisory services.