A Bright Financial Future, One Step at a Time.
RAYMOND JAMES
Client Access Portal
Who We Are…
Mountain Wealth Investment Group was founded by Riley Sisson believing in the POSITIVE long-term impact individualized retirement planning can have. What’s meant by individualized? I have learned over the years that while everyone is unique in the way they live their lives, sometimes advisors can place clients into buckets of investment profiles. This can work well if you are comfortable in doing so, and all the power to you. One of our goals is to help teach clients more about what they own. This doesn’t mean knowing everything about an investment, but understanding the basics. Trying to focus on potential ideas where a client can invest long-term into something they enjoy using themselves. If someone likes buying a cup of coffee daily, it could be great for them to invest in a coffee brand with some of their invested capital (at a reasonable price, which is why we are here to help). We also don’t want to be the only decision makers; accomplished by working with clients on understanding the invested dollar. Then, they know we can draw the picture together. Through the future ups and downs, at Mountain Wealth you can find comfort in knowing we are focused on the most important thing; you. Never swaying off this path.
The End Result is Meaningless Without Appreciating the Journey.
Perfection is impossible. With that said, working towards perfection is what we believe drives excellence. We focus on the significance of the journey by understanding the power of NOW. We do our best to stay present, not dreaming of tomorrow or thinking of yesterday. Doing so allows us to take advantage of the opportunities that exist today.
Our job exists to help people learn the impact patience can have on the end result.
Patience is a virtue, but emotions deteriorate patience. We make sure to remove emotions and try our best to make objective decisions. This is the most important lesson when planning for your future self. Make sure to remove the emotions from things you do not need today. Your future self will thank you for doing so.
Making your hard earned money work for you is far more powerful over time than working for money.
