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 and Rockland Counties, New York City, and 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), customized discretionary active money management, and tailored distribution strategies.

Market
RIA
Member Level
Premier
Last Activity
this month
Listing Age
1,314 days old

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