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Mountaintop Wealth
Mountaintop Wealth is a fiduciary financial planning firm that does not accept commissions or kickbacks from the financial industry. It helps clients with...
Overview
Mountaintop Wealth is a fiduciary financial planning firm that does not accept commissions or kickbacks from the financial industry. It helps clients with retirement, investments, and tax planning by reducing hidden wealth leaks such as taxes, IRMAA surcharges, college costs, and Wall Street fees. The firm is an independent fee-only practice offering recommendations, comprehensive financial plans, and investment management.
General information
Firm type
RIA
Location
City
Chattanooga
Principals
Roland McIntyre
Certified Financial Planner® professional and Certified Financial College Consultant
Roland McIntyre
Certified Financial Planner (CFP®) professional and Air Force veteran
Frequently asked questions
What asset classes does Mountaintop Wealth likely invest in?
No asset allocation is publicly confirmed. Family offices of similar profile frequently allocate across public equities, private equity, venture capital, real estate, and fixed income, often blending direct investments with fund commitments. Specific exposures cannot be verified.
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