Mount Columbia Private Wealth was established to challenge the status quo, and to bring the best practices of some of the biggest investors in the world, to individual investors. Our mission is to deliver exceptional financial guidance and service without the hefty price tag, allowing you to keep more of your hard-earned money where it belongs—in your own pocket. Through our proprietary SUMMIT^TM planning process, we’re dedicated to providing you with the tools and expertise you need to reach your financial and retirement goals while staying true to our core values.