As part of your Mountain View Strategic Wealth, LLC team, I work with our Advisors to help you achieve your long-term financial and estate planning goals. My legal background, combined with my experience in investment management and financial planning, gives me a strategic view of how you can accomplish your financial goals within our "Educate. Plan. Act." process.
In addition to my legal background and experience, in 2008 I became the Managing Director of a large Registered Investment Advisory firm and then a partner in another Hudson Valley-based advisory firm before joining Mountain View Strategic Wealth. In my role as our Director of Planning, I coordinate our team to provide 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. Your plan will be coordinated by a team that includes an Attorney, a Certified Financial PlannerTM (CFP), and a Certified Public Accountant (CPA). Our team is dedicated to complementing your current professional advisors; we do not prepare estate documents or provide tax advice. The Law Offices of Brian S. Geary is independent from the advisory firm and is not affiliated in any way with Mountain View Strategic Wealth, LLC. Clients are under no obligation to use The Law Offices of Brian S. Geary.
I was raised in Mahopac, earned my bachelor's degree at Iona College, and my Juris Doctor from Pace University School of Law. I now live in Dutchess County and have twins, a son and a daughter. Outside of work, I am actively involved in Babe Ruth Baseball as a coach.