Overview

Mountain View Strategic Wealth, LLC, formed in June 2018, is an RIA firm seeking to grow organically and through merger/acquisition from the firm's Hudson Valley, NY base. We are looking to partner with a financial advisor who values their clients and seeks a solution to provide continuity and a smooth transition for those clients. Existing clients in Westchester County and a satellite office in New York's Capital District allow for our practice to grow geographically. Our proprietary process includes comprehensive financial and estate planning (CFP, CPA, and Attorney on the team), tailored discretionary active money management (primarily ETFs and satellite alternatives positions), and tailored distribution strategies.

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