Mountain View Strategic Wealth LLC

Mountain View Strategic Wealth LLC Enriching your Total Life

A comprehensive financial plan should reflect both your personal values and long-term intentions. Some important areas t...
06/10/2026

A comprehensive financial plan should reflect both your personal values and long-term intentions. Some important areas to evaluate include charitable and legacy goals, as well as estate and wealth-transfer plans. Swipe to learn more.

Keeping these elements up to date can provide clarity and confidence in your overall plan. Call or text us (845-834-4343) to discuss your goals.

Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls ...
06/08/2026

Stocks entered last week riding May’s momentum and left it questioning the Federal Reserve’s next move. Strong payrolls and persistent inflation kept the central bank firmly on hold, and rising yields sent investors rushing out of some sectors and into others. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don’t hesitate to reach out. We are here to be a resource for you.

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI invest...
06/03/2026

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI investment, while rising energy prices tied to the U.S.-Iran conflict stoked inflation and left the Federal Reserve in a holding pattern. Swipe through to learn more.

We are closely tracking these complex markets for you. As always, don’t hesitate to reach out to our team with any questions. We are here as a resource for you.

My first job taught me that I did not understand what was. How you define success can be deeply personal; the fact tha...
06/03/2026

My first job taught me that I did not understand what was. How you define success can be deeply personal; the fact that you do not luck into success is universal.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/26/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/21/2026

Client relationships and financial industry partners (iShares, Fidelity Investments, Allianz, J.P. Morgan) allow Mountain View Strategic Wealth to make our firm's motto a reality: "Enriching Your Total Life!"

05/20/2026

Client relationships and financial industry partnerships (BlackRock, iShares) allows Mountain View Strategic Wealth to make our firm's motto a reality: "Enriching Your Total Life!"

05/13/2026

Client relationships and financial industry partnerships (J.P. Morgan) allows Mountain View Strategic Wealth to make our firm's motto a reality: "Enriching Your Total Life!"

We love providing excellent service and financial planning to our clients, and, as a result, love getting this letter an...
05/11/2026

We love providing excellent service and financial planning to our clients, and, as a result, love getting this letter annually! This is the sixth consecutive year that John Morgan has been recognized as a Five Star Wealth Manager!

Our team wishes a very Happy to all of the moms, grandmothers, and any other maternal figures. From the late nights of...
05/10/2026

Our team wishes a very Happy to all of the moms, grandmothers, and any other maternal figures.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

Address

200 North Drive, I. Park Suite 103
Hopewell Junction, NY
12533

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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