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About

At Mountain View Strategic Wealth, our team has over 50 years of experience in financial services. We have two locations, the first is located in the scenic Hudson Valley, in the iPark complex, Hopewell Junction (Dutchess County) and a second location in Clifton Park (Saratoga County). We serve all neighboring counties to establish your long-term goals when it comes to your financial flexibility. Whether you are in Dutchess, Ulster, or Orange County, Northern Westchester, or the Capital Region, our knowledgeable and experienced professionals are eager to be the team behind your financial success.

Client Centered Approach

Whether you are investing to build wealth, protect your family,  preserve your assets, or have your life savings produce monthly income, our personalized service focuses on your needs, wants, and long-term goals through our "Educate, Plan, Act" (EPA) process. We understand that you face unique challenges along your journey to retirement and life after work. We can help take the mystery out of preparing for today and tomorrow.

Our team of professionals with over 50 years of experience in financial services can help you address your needs of today and for many years to come. We are ready to serve you and look forward to working with you and your family.

Your Team

Our team at Mountain View Strategic Wealth is dedicated to providing you with a personalized planning process that incorporates a solid strategic foundation with evolving strategies to match a world of ever-changing tax codes and revised IRA distribution regulations.

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Recognition

Great financial results are accomplished by dedicated professionals. Here at Mountain View Strategic Wealth, we are proud to include certified and award-winning financial professionals who are at your service, waiting to assist you. Your financial success is our success.

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Our Approach

Our team’s many years of combined experience has taught us that any client’s very first meeting should focus on three key areas. We have built our ongoing process for clients around these three topics.

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Our Commitment to You

To our clients, the Mountain View Strategic Wealth team will:

  1. Serve as an investment fiduciary, the highest legal duty of one party to another; we are bound ethically to act in your best interest.

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Philanthropy

Because giving back is part of true wealth, our firm has chosen Hudson Valley Honor Flight and Sparrow’s Nest as the charitable 501(c)3 organizations that the firm will support financially.

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