My contribution to the Mountain View Strategic Wealth, LLC team is through working with our Advisors to design a comprehensive plan 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 Total Life Compass™ process.
In addition to my legal background and experience, in 2008 I became the Managing Director of a large Registered Investment Advisory firm before joining Mountain View Strategic Wealth. In my role as Director of Planning, I work with 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, revised IRA distribution regulations, and increasing health care costs. Your plan will be designed by a team that includes an Attorney, a Certified Financial Planner™ (CFP®), and an Accredited Portfolio Management Advisor℠ (APMA®). Our team is dedicated to collaborating with your current tax advisor and attorney; Mountain View Strategic Wealth does 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 services of 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 was drawn to becoming a lawyer by many family members who have served as law enforcement officers. I now live in Dutchess County and have college-age twins, a son and a daughter.