Shamez has spent two decades navigating the complexities of the financial world, working with both large banks and pension funds and individual investors. With over 10 years of experience as a financial advisor, he’s witnessed firsthand the wide range of advice and service quality and the often high fees that burden individual investors.
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 SUMMITTM 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.
Core values
Integrity
We uphold the highest standards of honesty and transparency in everything we do. Our clients can trust that their wealth is managed with complete accountability and ethical practices.
Clients First
Our clients are at the heart of everything we do. We prioritize their financial goals, offering personalized solutions that align with their unique needs and aspirations.
Comprehensive Solutions
We take a holistic approach to wealth management, offering a full range of solutions from investment strategies to estate planning. Our tailored strategies ensure every aspect of our clients' financial lives is optimized.
Giving Back to the Community
We believe that true wealth lies not just in what we accumulate, but in what we give back. By contributing to our communities, we help shape a better world for generations to come.
Excellence in Service
We are dedicated to providing outstanding service with a focus on responsiveness, attention to detail, and continuous improvement. Our clients can expect a premier experience in every interaction.
Low-Cost, High-Value
We are committed to delivering exceptional value by keeping fees low, ensuring our clients retain more of what they earn. Our focus on cost efficiency does not compromise the quality of the services we provide.