Rebranded ‘Mountain View Strategic Wealth’ Recognized as 2021 Five Star Wealth Manager
On the heels of a year filled with change – and to better reflect its exponential growth and long-term outlook – one of the Hudson Valley region’s leading registered investment advisory firms announced that it has changed its name to Mountain View Strategic Wealth, LLC. Formerly Morgan Strategic Wealth, the newly rebranded company assists clients from the Capital District through northern Westchester County with tailored investment management services, as well as retirement and college planning, and boasts an in-house attorney for consultation on estate, legacy and insurance planning strategies.
“Thanks in large part to our loyal clients, the firm has seen a more than 300 percent growth in assets under management and been able to add experts, beyond me, as founder, to provide a more tailored investment management approach,” said John S. Morgan, AIF®, APMA® and president and chief investment officer at Mountain View Strategic Wealth. “Changing the firm from my last name to one that embodies our philosophy as a company, and the higher vantage point we approach from, felt right.”
New Name, Same Award-Winning Process In further good news, Morgan was recently honored as a 2021 Five Star Wealth Manager, a prestigious award given annually to financial managers who are identified through research conducted with peers and firms. More than 3,000 registered financial services professionals and financial service companies registered with FINRA or the SEC are surveyed to select each year’s winners and 10 stringent eligibility and evaluation criteria must be met to be awarded the designation.
“While it’s wonderful to be acknowledged, what I feel most proud of is that Five Star Professional has recognized and validated our process, which, unlike our name, is not changing,” said Morgan.
To make the rebrand official, and to celebrate the Five Star Wealth Manager award, a socially distant ribbon cutting with elected officials and the leadership team at the Dutchess County Regional Chamber of Commerce and Mountain View Strategic Wealth will be held later this year.
About Mountain View Strategic Wealth, LLC Founded in 2018, and built upon decades of experience, Mountain View Strategic Wealth, LLC is a Hudson Valley-based financial planning and registered investment advisory firm with a future-focused, long-term view and clients who span from the Capital District through northern Westchester County. The firm provides tailored investment management for individuals, families and trusts; retirement and college planning; in-house counsel for estate, legacy and insurance planning and more. For additional information, visitwww.mvswealth.com, follow the firm onFacebook, LinkedIn and Twitter, call 845-834-4343 or visit the firm’s offices at iPark 84, in Hopewell Junction, NY.