more money, less taxes.

DO YOU WANT TO BE FREE?

we turn finances into freedom.

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Sneak Peak

Family Focused

What’s your family legacy? Multi-generational wealth planning helps solve who gets the house? What goes in the family trust? And how can we grow it and protect it?

Equity, Equity, Equity

You want fairness, especially on your paycheck. Maximize equity compensation, so you pay less taxes on RSU stock options, employee stock Purchase Plans, and more.

Flat Rate service offering

We commit to your best life and your best interests as a fiduciary. That’s why we choose to be a fee-only financial planning and investment management firm.

Is your retirement plan hard to understand? Let's turn those work benefits into something worth your while now and in the future.

Do you have the time to do your own investing, retirement, and tax planning by yourself?

Do you want to make big decisions on your own? Or would you like us to make sure you and your family are covered?

SCHEDULE YOUR COMPLIMENTARY CONSULTATION

At Mountaintop Wealth, our purpose is to:

Give our clients a better chance at life, liberty, and the pursuit of happiness.
Listen to our clients without shaming or judging them.
Work with our community to provide freedom and justice for all.

Roland McIntyre, CFP®

Owner of Mountaintop Wealth