About Us
Meet Shamez Kassam
With over two decades of experience in the financial industry, Shamez Kassam has worked with large banks, pension funds, and individual investors, gaining deep insights into the complexities of wealth management. Throughout his career, he has observed the inconsistent quality of advice and service, as well as the unnecessarily high fees that often hinder individual investors from reaching their full financial potential.
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.
Our Vision and Mission
Our Vision
To redefine wealth management for professionals and business owners by providing transparent, pension-grade investment solutions that maximize returns, minimize fees, and create lasting financial security.
Our Mission
At Mount Columbia Private Wealth, we empower successful business owners and to take control of their financial future. Through sophisticated private capital strategies, tax-efficient investment solutions, and a commitment to honesty, we help our clients build and preserve wealth with confidence. Our goal is to provide the same caliber of investment opportunities available to pension funds while eliminating unnecessary costs.
Meet Our Team
Our Core Values
FAQ
To start, fill out our contact form, and one of our advisors will reach out to you. We’ll schedule a consultation to understand your financial goals, discuss your investment preferences, and determine the best strategies for managing your assets.
Our Private Capital offerings typically require a minimum investment and are open to accredited investors. To get started, schedule a consultation with our team, and we will walk you through the available opportunities and assess your risk tolerance.
In managing Public Assets, our team conducts thorough market research and builds diversified portfolios that include a mix of stocks, bonds, and other publicly traded securities. We aim to balance risk and returns while keeping your financial goals in focus.
With a focus on trust, accountability, and continuous growth, we aim to deliver exceptional value to our clients, empowering them to achieve their financial goals with confidence and peace of mind.
Trusted experts at your service.
Speak with Mount Columbia Private Wealth to discover a deeper understanding of your financial landscape and more.