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Services

Providing services to those who don't have time to worry about how to put their money on the right path.

Creating a solid financial plan can be challenging. Let us help you develop a customized wealth management strategy integrating investments, taxes, estate planning, insurance solutions to truly reflect how you feel about money and life.

Through prudent budgeting and savings, tax-smart investing, and careful monitoring and re-balancing, Mountain Wealth Planning will help you reach your goals.

Our approach to wealth management is consultative, objective, and thorough. The focus is on a tax-efficient allocation of client resources and includes a thorough analysis of your cash flow needs, both now and well into the future.

 

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening and asking questions to learn the most about you, your family, and your career in order to help you fulfill your greatest life adventures.

Mountain Wealth Planning’s process is designed to create a customized, holistic experience to assist you not only in wealth accumulation and preservation but also in areas that go beyond investments. Mountain Wealth Planning has a substantially low client-to-advisor ratio, providing you with unparalleled attention to detail and the ability to truly tailor the services you deserve.

Subscriptions

With an upfront fee of $1,000 and $350 per month, you will receive a full comprehensive plan tailored to your unique situation.  After plan has been delivered, we will meet periodically to review progress on implementing your plan's recommendations along with professional assistance on managing your investments.

Financial Plans

Comprehensive financial plans take inventory of all of your finances and goals to gain a complete picture of your current situation and where you want to be today and tomorrow.  The plan will then detail various course of actions to determine your most ideal strategy to obtain your financial goals, both short- and long-term.  All plans cost $3,000.

Investments

Investments made easy for you - yet set with complex strategies for optimizing returns on the best risk-adjusted returns.  Accounts under management will be strategically invested aligned with your goals and risk preferences, along with an emphasis on being as tax efficient as possible.

Our Process

• Initial Financial Planning Period – Gathering data, assimilate the gathered information aligned with your goals and objectives and then produce a truly customized comprehensive financial plan.
 

• Implementation Period – Put the plan’s recommendations into action.  All plans provide a timetable of what recommendations are to be implemented.  
 

• Investment Management – Professional ongoing monitoring and rebalancing of your investments that are tax-efficient and reflect your goals and circumstances.  No Investment Minimums.
 

• Plan Updates - Proactive ongoing contact from Mountain Wealth Planning to help keep you on track and update your plan accordingly as your financial landscape evolves.

Our Fees

$3,000 is due initially upon coming onboard and covers the initial financial planning period.  Upon presentation of financial plan strategies and recommendations, the ongoing fee for financial planning and investment management will be either a percentage of Assets Under Advisement (AUA), flat fee, or a combination of the flat fee and percentage of AUA as follows:

 

Total Assets Under Advisement (AUA)                  Tiered Annual Fee

Less than $500,000                                                              $5,000 / year

$500,000 - $1,499,999                                                       1% of AUA

$1,500,000 - $2,499,999                                                   0.75% of AUA

$2,500,000 & Above                                                             0.50% of AUA

 

All fees stated above are expressed on an annualized basis and charged in arrears – meaning if you have a million under advisement, you will be charged $2,500 immediately following the end of the quarter.  All deposits and withdrawals are computed on a time-weighted basis.  All advisory fees are withdrawn directly from client’s accounts with client written authorization or invoiced separately for flat fees.

If you would like to learn more about how we may add value to your financial situation, please feel free to schedule a complimentary introductory meeting.

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