About Catamount Wealth Management
We provide high net worth individuals and small businesses with investment solutions that create, build, and preserve wealth in a transparent environment. We are a fee-only investment firm. Our success is contingent upon the wealth we build for our clients.
At our core, we are wealth managers. Our goal is to generate cash flow and maximize overall return through tax advantageous instruments while combining growth opportunities to achieve overall total return. We strive to construct a well- chosen portfolio of investments that will provide you with a solid level of diversification, liquidity, and a reduced level of risk.
We work with our clients to evaluate their current circumstances, goals, risk tolerance and future aspirations to find the most appropriate wealth management approach. Our main goal is for our clients to get clarity and control over their financial life. We believe one’s financial planning solution should be unique, individual and based entirely around a client’s goals. We spend a great deal of time upfront talking about exactly what our clients want to accomplish and how to make their money work for them—in other words, we want to learn each client’s “Money Story.”
DIVORCE FINANCIAL PLANNING
Traci Provost is our in-house Certified Divorce Financial Analyst®. She has specialized skills and experience that enables her to analyze and evaluate the long-term financial impact of divorce settlements. A CDFA®, addresses the special financial issues of divorce with supporting data to assist in helping to achieve equitable settlements that will hopefully be agreeable to the parties involved. Through the financial analysis process, a CDFA® can assist clients to think logically through the real cost of divorce, the future impact of the settlement and develop a realistic picture of their current and future financial situation as they transition into a new lifestyle.
A CDFA™ professional provides:
Personal financial analysis for the client
Powerful case exhibits in graphs and spreadsheets
A breakdown of the short and long-term impacts of the settlement
Professional support to client’s professional team members on financial matters