Mountaintop Wealth

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Introduction: I’ve started Mountaintop Wealth to help hard working people who serve others more than they serve themselves. Working 9 years in this industry has taught me most people need straight forward help that they can understand and do. I’m available for meetings virtually and in-person. My independent investment advisory business (custody with Charles Schwab) is here to provide fiduciary financial recommendations and investment management. Need help with your 401k? Would you like help with retirement, investing for yourself, kid’s college, or for a new home? I will help you reach your goals aka Mountaintop with financial planning and investment advice. Including investing wisely, tax planning, budgeting, debt management, life insurance and estate planning. My advice gives you financial education that’s translate Wall Street terms into Main Street conversation that’s understandable for middle class people who don’t watch the stock market everyday. Want to build wealth? Your climb starts here.

Overview

Hired 2 times

Background checked

License verified

1 employee

2 years in business

Payment methods

This pro accepts payments via Cash, Check, and Credit card.

Social media

Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2022

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7 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and value.

5.0

4 reviews

5

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Romonda W.

Jun 21, 2022

Let me start by saying this was a scary move for me but I knew I had to do something. Growing up I was taught to work for my money and NOT how to make my money work for me. I thought I knew how to make my money work but let me tell you, I didn’t. Since my method wasn’t working, I knew something had to change. After searching and searching, I made a decision to call Mountaintop Wealth and it was the best decision I could have made for my future, and my family’s future. Mountaintop Wealth is a game changer. I felt at ease during my first consultation considering I had a large number of questions, which I thought would be embarrassing. Throughout my questioning, Roland McIntyre was calm and patient. He was very thorough in his response and talked me through everything to make sure I understood each step to a better future. He listened to my concerns and investment goals and from there we formulated a plan of action. I am confident that I will reach “MY” mountaintop with his guidance. He was pleasant and extremely knowledgeable, and I could feel that he cared about his company’s beliefs and mission. I use to run away from things like this thinking that I couldn’t afford financial planning and just lived my life day to day hoping my finances would be in order when I retire. He made the process enjoyable by educating me, which made me want to learn more. My monthly consultations have been outstanding. His customer service is the best I have experienced in a long time. I love the fact that he is available virtually or in person, my choice. Working with Mountaintop Wealth has taken a huge weight off my shoulders. Roland McIntyre is an amazing advisor and this is an amazing company. I can’t say enough about Roland McIntyre and Mountaintop Wealth.

Rakesha M.

Jun 6, 2022

Roland at Mountaintop Wealth is amazing! He is so knowledgeable and he goes above and beyond to help his clients be successful with their finances. He takes the time to talk through your vision for retirement and helps to create a plan to achieve those goals.

Melina S.

Jul 25, 2022

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Hired on Thumbtack

I’ve met with Roland for 2/3 sessions so far, and I’ve really enjoyed them. He’s truly given me so much to think about when it comes to my finances and not only when it comes to planning, but also making things easier when it comes to managing my expenses and planning for the future. Money is a tough subject for me, but Roland has been very kind and understanding throughout the process of me learning how to implement new habits.

Personal Financial Planning

Olivia D.

Aug 21, 2022

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Hired on Thumbtack

My experience so far with Mountaintop Wealth has been really great. I am a novice when it comes to budgeting, saving, and anything concerning money. So working with Roland has already been so helpful! He has expansive knowledge and discusses many things I never would have otherwise considered and I enjoy having the support and accountability as well. He has helped me make realistic goals that I am hopeful that I can meet for a better future financially!

Personal Financial Planning

Credentials

License

License Type: Investment Adviser Firm (TN)

License verified on 6/11/2022

Background Check

Roland Mcintyre

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Your needs and wishes come first, not mine. That’s why I don’t accept commissions or back payments from banks, mutual funds or insurance companies. Is your current advisor accepting commissions? Are they truly putting your needs and wishes first?
What is your typical process for working with a new customer?
First we learn about you and your unique situation. We then give you an idea of how we can help solve or improve the challenges you may have. If it’s a good fit we begin to go deeper by organizing and strategizing a plan designed specifically for you. Then we mobilize by putting the plan and investments in place. Monitoring our plans and investments while making tweaks when needed.
What education and/or training do you have that relates to your work?
Bachelors in Accounting, Masters in Finance

Mountaintop Wealth

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