Investment management and financial planning are daunting endeavors without proper guidance. Bear Mountain Capital provides clients with confidence their long-term goals and needs are well-understood and well-managed.
We work hard to understand each client we serve. Through personal service and a thorough understanding of capital markets, Bear Mountain Capital provides complete investment management solutions for our clients.
Disclosure: The investment adviser, salesperson or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration.
Currently, one of the nation’s biggest banks, Wells Fargo, is in the middle of a serious scandal. The company fraudulently opened extra customer accounts without their consent or knowledge in order to boost revenue. (Click here to read story) Prior to the latest news, Wells Fargo was considered to be one of the darlings of Wall Street. Warren Buffett, a major… Read more
We get questions from clients all the time asking about life insurance. What type should I get? How much coverage should I purchase? Where should I get a good policy? There are two types of life insurance: term and permanent life insurance. Permanent life insurance can be broken down into several other categories: whole, universal, variable or variable-universal. Permanent life insurance… Read more