By Scott Bishop and Tom Mountain
What financial challenges do you face right now? Maybe it’s balancing investing for the future while minimizing taxes. Or possibly growing a business while also providing for your family. Or maybe you know you need to prepare for retirement, but you just don’t know where to start. We get it. After almost 25 years in this industry, we’ve seen the full gamut of fears, concerns, and questions people have about their financial future.
That’s why our goal is to help you take the mystery out of preparing for today and tomorrow. Whatever unique challenges you face, we can help you address the needs you have right now while also looking ahead to your dreams of the future.
What We Do & Who We Serve
Mountain-Bishop Private Wealth Management is an independent financial services and investment services firm in Long Beach, CA. We use our client-focused processes in an effort to help our clients build, protect, distribute, and transfer their wealth, tailoring our services and strategies to manage each client’s unique needs so they can work towards addressing the gap between their current financial situation and their long-term goals.
We specialize in serving successful business owners, executives, professionals, and Boeing employees. Each one of our clients has worked hard in their career to get to where they are today and are looking for our help to take them through personalized, comprehensive planning. Though they may differ in age and vocation, our clients share one thing in common. They are responsible people who want to partner with someone who can help them make informed decisions for their wealth.
Whatever financial needs you come to us for, whether that’s retirement planning, estate planning, or investment management planning, our overarching goal is to provide understanding that comes from proper planning and objective advice.
The Mountain-Bishop Difference
We’re proud to work so closely with our clients and build lifelong relationships. We believe there are a number of reasons why our clients choose to work for us. For one, they trust us. We treat our clients like our family members, listening to their stories and getting to know them. Second, our personalized touch combined with our years of experience provide creative strategies that seek to enhance our clients’ financial lives. This gives our clients a confidence you can’t put a price on. Finally, our clients know they can rely on us to consistently provide customized service. We know our clients deserve the best, and Mountain-Bishop Private Wealth Management is committed to providing the best possible service to work toward meeting their needs.
Our Goal For You
Our services, process, and personalized touch all come back to one goal: to help you live out your retirement years with confidence that comes from a plan and life well lived. If you’re ready to partner with a team that puts you first, call us at 562-432-3783 or [email protected] to schedule a free introductory meeting.
About Us
Mountain-Bishop Private Wealth Management is a full-service independent financial services and investment services firm that has been providing retirement and investment guidance to high-net-worth individuals, business owners, and Boeing employees for more than 25 years. Through our long-term guidance, we strive to help our clients build, protect, distribute, and transfer their wealth, tailoring our services and strategies to address each client’s unique needs so they can bridge the gap between their current financial situation and their long-term goals.
Scott and Tom built their practice on trust and excellence. They focus individually on each client, delivering the personalized touch that is missing with many other firms.
The Financial Consultants of Mountain-Bishop Private Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AK, AZ, CA, CO, FL, GA, ID, IL, MI, MO, NC, NJ, NM, NV, OR, PA, SC, UT, VA, WA) SCOTT E. BISHOP CA LICENSE OB55872 THOMAS P. MOUNTAIN CA LICENSE OB55827
Thank you Scott. You all have been wonderful helping my family through some very trying times these past dozen+ years. I’m looking forward to more newsletters like this from you.
Thank you!