Mountain View Strategic Wealth, LLC

Mountain View Strategic Wealth primarily serves individual clients—including high‑net‑worth individuals—along with trusts, estates, retirement plans, and other business entities. The firm provides discretionary portfolio management, financial planning and consulting, and advice on insurance and estate‑planning matters, overseeing about $62.5 million in client assets across roughly 157 client relationships.

The firm’s investment process is personalized and continuous: suitability information is gathered at onboarding, accounts are typically managed on a discretionary basis, and portfolios are monitored and rebalanced as market conditions or client circumstances change. It commonly uses a mix of fundamental, technical, and cyclical analysis, recommends exchange‑traded funds and no‑load mutual funds, and generally requires custody at an institutional custodian while combining household accounts for fee schedules.

A noteworthy aspect of the firm’s disclosures is its affiliate activity in insurance distribution: a principal holds life and health insurance licensing and may recommend insurance products for which commissions could be received, a conflict the brochure explicitly discloses. The firm also references third‑party ratings in its client‑facing materials, and makes explicit disclosures about other potential conflicts and related professional activities (such as working with estate‑planning attorneys), practices that are less common among similarly sized supported advisers.