We believe that the first step to making money is to avoid losing it; long-term appreciation of wealth begins with a solid foundation. Preservation of principal is at the forefront of every investment decision we make. This philosophy guides our investment strategy.
Our commitment to excellence is
supported by a set of guiding principles:
• Protect First, Then Grow.
• Agility Drives Success.
• Invest in Our Clients.
Our first strategy is Preservation. Then, it’s about Investing for the long term — being conservative when you should be and aggressive when you can be. Our investment strategy is conservative and sensible, geared to building wealth over the long term.
Our mission at Catamount Wealth Management is to provide high net worth individuals, small business and institutions with investment solutions that create, build and preserve wealth. Our goal is to educate and empower our clients, prospective clients and community members so they better understand their financial situation in order to make better investment decisions.
Are you looking for fresh ideas or new investment solutions? Are you not seeing the investment returns that you had hoped for or do you feel that others are doing better? Have your personal circumstances changed and thus need to adjust your investment plan as well? If you have answered “yes” to any of these questions, now is the time to align yourself with a trusted partner to help you reassess your goals.
We have designed a workbook to foster the collaborative process that ultimately drives Catamount’s mission to educate and empower our clients. In the workbook, we explore the financial questions you’re facing, and then, together, we’ll develop a financial plan that best suits you.