Our Services

INVESTMENT ADVISORS

We provide high net worth individuals and small business with investment solutions that create, build, and preserve wealth. Catamount Wealth Management is a fee-only firm. Our success is contingent upon the wealth we build for our clients. Our clients have direct access to all of our team members. We are as attentive to our clients’ satisfaction as we are with their portfolios.

YOUR FINANCIAL QUARTERBACK

It is our responsibility to address and even anticipate the needs of our clients. Be it in the areas of tax and estate planning, we are committed to adding value by connecting our clients with trusted area professionals who can collaborate with us to create the best, most comprehensive financial plan.

EDUCATE OUR CLIENTS

We invest in our clients by enthusiastically sharing our expertise. It is our conviction that a truly collaborative relationship begins with mutual understanding. We keep an open line of communication with our clients so they remain informed and comfortable. We encourage collaboration, as we believe it inevitably leads to greater success. We host numerous educational seminars for our clients throughout the year to get them updated, informed and intellectually challenged.