We had the good fortune of connecting with Roland McIntyre and we’ve shared our conversation below.
Hi Roland, what was your thought process behind starting your own business?
With MLK’s last speech serving as inspiration, Mountaintop Wealth was born. The pandemic and George Floyd’s death were stark reminders of systemic inequities, especially in the financial services industry. Witnessing people fall prey to scams and lack access to proper investment opportunities fueled a burning desire in me to make a difference. Their people who have invested so much into their families, communities, and country. I couldn’t just sit by and watch people get left behind when it comes to their financial freedom and retirement expectations. I thought who is protecting and helping them? So, my investment advisory firm was created to provide high-quality financial advice and investment management for people who want to reach their financial mountaintop.
What should our readers know about your business?
I am a Certified Financial Planner™ Professional and our services and advice are in the client’s best interest. We know our clients want to retire and have financial freedom, so we do more than just investments. We coach and strategize with them on how to handle student loan debt, your money scripts, budgeting, estate planning, life insurance, college planning, career goal planning, tax planning, and other financial topics, I’m so glad we get to put all this value in the form of videos, pdf guides, checklist, virtual meetings, online and in a mobile application to make finances understandable for our clients. We realize that reaching your goals/mountaintop overnight. It is not easy. That’s why we are focused on helping you make progress no matter your starting point.
Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
Honestly, I don’t have any. It’s a people thing for me. If I’m with good people and having interesting conversations, with good laughs I’m happy.
Who else deserves some credit and recognition?
I would say shoutout to the people willing to help other people. The single parents who find a way to take care of their kids and somehow volunteer and teach other people kids. Those aunts, uncles, or grandparents who help family members bounce back from personal setbacks. The people who work at non-profits and in government roles don’t get any credit. The veterans who have sacrificed for their country and their families. These are the type of people that inspire me. Being one of those go-to people is a burden, and hopefully, I can be a resource for them. Because I love and respect what they do.
Website: https://mountaintopwealth.com/
Instagram: https://www.instagram.com/mountaintop_wealth/
Linkedin: https://www.linkedin.com/in/roland-mcintyre-cfp%C2%AE-chfc%C2%AE-1b8b1b23/
Facebook: https://www.facebook.com/MountaintopWealth/
Youtube: https://www.youtube.com/@mountaintopwealth