Mountain Peak Wealth Solutions

As NW natives, we've served OR, WA, and MT for decades, with long-time clients across the Pacific Northwest. Productive financial conversations happen outdoors: mountains, lakes, campfires, or beaches. We serve quietly, letting results speak. To us, pride lies in relationships and loyalty, not just numbers. Our partnership with True Path Financial and National Life Group sets us apart. National Life Group is mission-driven, providing stability and peace of mind to families for over 175 years. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org) SIPC. One National Life Drive, Montpelier, VT 05604. (800) 344-7437. Mountain Peak Wealth Solutions is Independent of Equity Services, Inc. In CO, MO, NH, and WI, operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. National Life Group® is a trade name of National Life Insurance Company founded in Montpelier, VT in 1848, and its affiliates. TC134147(0623)P

Website

http://www.mountainpeakws.com/

External link for Mountain Peak Wealth Solutions

Industry

Financial Services

Company size

11-50 employees

Headquarters

Portland, Oregon

Type

Privately Held

Founded

1993

Specialties

Tax Strategies, College Accumulation Planning, Employee & Executive Benefits, Risk Management Strategies, Financial Planning, Advisory Services, Investment Services, Retirement Planning, 401k, and Estate Planning Strategies