"Wealth is not about having a lot of money; it's about having a lot of options." -Chris Rock
The hard part isn't just earning a living anymore - it's managing all the moving pieces. We work with everyday families and business owners to coordinate your cash flow, investments and insurance under one straightforward plan.
True finanical planning goes beyond the numbers. Whether you are navigating a job transition, launching a small business start-up, or planning an eventual business exit, we act as your personal coach. Together, we handle the critical logistics - like tax and estate planning - so you can focus on what actually matters: protecting your family, designing your lifestyle and securing your legacy.
Finally, Financial Advice Built for the Rest of Us.
No asset minimums. No corporate jargon. Just straight-up planning for hard-working families and local business owners.
At Mountain High Wealth Management, we believe you shouldn't have to be a millionaire just to get high-quality financial guidance. We focus explicitly on everyday households earning $75k–$250k and independent business owners who are tired of being ignored by traditional big-box wealth firms.
Whether you are navigating an unexpected career transition, figuring out lifestyle affordability, or trying to coordinate your taxes, investments, and retirement options under one simple plan, we are here to act as your personal financial coach. You do the hard work of building your life—we handle the logistics to ensure your future stays secure.
WHO WE SERVE
Clients From All Walks Of Life
Comprehensive Wealth Management
Providing you a holistic view of your financial landscape, combining investment strategies, tax planning, estate planning, and risk management to help you achieve your long-term goals.
Personalized Portfolio Construction
Crafting Investment Strategies That Reflect Your Values. By utilizing cutting-edge technology, we tailor personalized investment strategies to meet your specific goals
Business Solutions
With over 35 years of industry experience, we provide comprehensive financial solutions tailored to your unique needs. From business consulting to 401(k) implementation, we guide both emerging entrepreneurs and established enterprises.
Our Process
At Mountain High Wealth Management, we employ a disciplined, client-centric approach to wealth management. Our process involves the following key steps:
Step 1
Discovery Interview
Initial Consultation: We begin with a comprehensive consultation to understand your financial goals, risk tolerance, and time horizon. This initial meeting allows us to build a strong foundation for our relationship.
Step 2
Plan & Action
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Financial Planning: We develop a customized financial plan that outlines your short-term and long-term objectives. This plan serves as a roadmap to help you achieve your financial aspirations.
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Investment Strategy: Based on your financial plan and risk tolerance, we construct a diversified investment portfolio. Our investment strategies are designed to balance risk and reward, while aiming to generate optimal returns over the long term.
Step 3
Grow & Monitor
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Portfolio Monitoring and Rebalancing: We continuously monitor your portfolio and make adjustments as needed to align with your evolving financial goals and market conditions. This proactive approach helps to maintain your portfolio's performance and reduce risk.
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Regular Reviews: We schedule regular reviews to assess your financial progress and make necessary adjustments to your plan. These meetings provide an opportunity to discuss any changes in your circumstances and address any concerns you may have.
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