Skip to main content

Investments

A Partner Who Knows How To Navigate The Terrain

 

Work with MountainOne Investments and discover the local personal service you’ve come to trust coupled with the resources and backing of a nationally recognized firm.

You get confidence knowing our independent advisors are motivated to find the right solution to meet your needs. It’s as simple as that.

We specialize in helping to weave your distinct goals, ambitions, and dreams for the future into a cohesive vision. And with no pressure to promote a particular product or answer to a parent company’s sales quotas, we’re free to provide you with sound advice and to deliver practical solutions that are tailored for your near- and long-term financial success.

What do you dream? Where do you want to go?

Wherever you are in life, our primary focus is to help you create a plan that reflects your values and way of thinking, suits your current circumstances, grows to fit your changing needs, and is flexible enough to accommodate the unexpected along the way. Our integrated solutions include:

  • Investment management
  • Insurance planning
  • Retirement planning
  • Charitable giving strategies
  • Estate planning analysis

Let’s make a plan.

We stick to a comprehensive planning process that begins with an across-the-board analysis of where you are and where you want to go. We continue by creating a financial plan, implementing it, and then continuously monitoring it to make sure you stay on track with your goals. It’s a highly personalized, consultative approach to developing a personal strategy that works for you. Taking into account your dreams, time horizon, and risk tolerance to help you reach your financial objectives: that’s what we do at MountainOne Investments.

A sound plan. The right solutions. And, of course, you.

Of course, making the right plan and choosing the best financial solutions are both keys to success, but so are you. That’s why every aspect of our business model and approach is tailored around you. We respect your ideas, respond promptly to your questions, and are accountable only to you. Your goals, expectations, and risk tolerance drive every recommendation we make.

This commitment we make to every one of our relationships is why our clients trust us to guide their financial lives and recommend us to their families and friends to do the same for them.

Did we mention that we work for you, and you alone?

And speaking of you, our status as independent financial advisors means you can be assured that our interests are aligned with yours. That’s why we partnered with Commonwealth Financial Network®—an independent broker/dealer with over a 30-year history and a client-centric service model that mirrors our own. We have access to the vast array of investment choices and product strategies the industry has to offer. We are free to manage your financial well-being, without restrictions or the demands and product limitations of a large corporate firm. Instead, we focus on what benefits you most.

Personal Services

  • Managed Portfolios
  • IRA Rollovers
  • Retirement
  • Education
  • Estate Planning

Business Services

  • 401(k) Plans
  • Safe Harbor Plans
  • 403(b) Plans
  • SEP Plans
  • Simple IRA Plans
  • Defined Benefit Plans
  • Profit Sharing Plans

Our Advisors

When you partner with MountainOne Investments, you have access to a group of local, knowledgeable, dedicated professionals, motivated to helping you manage your financial life. By working as a collaborative team, we’re able to integrate your important life decisions into a simplified financial strategy that will meet your goals today and set you up for success tomorrow.

To help make that happen, we’ve assembled a highly knowledgeable team with diverse specialties. This gives us the resources to address a wide range of investment needs for both businesses and for individuals. And, in turn, it gives you complete satisfaction and a reason to be loyal to MountainOne Investments.

Rob Abel

Financial Advisor

Williamstown

CPFA, AIF®

Brendan Bullett

Financial Advisor

North Adams

Jason Dohaney

Financial Advisor

North Adams

Jay Durand

Financial Advisor

North Adams

CFA

Shawn Leonard

Financial Advisor

North Adams

Tom McKeon

Financial Advisor

Pittsfield, MA

CFP®, ChFC®, CLU®

Recent Updates

February 5, 2024

As an employer with 100 or fewer employees, you have the ability to establish a simple and cost-effective retirement plan for you and your staff. There are a few options...

December 5, 2023

Whether retirement is right around the corner or decades away, being strategic about investing and saving for that time can help set you up for a comfortable lifestyle once you...

SCHEDULED MAINTENANCE: Digital Banking may be unavailable on Sunday, February 25, between 12:00am–4:00am due to routine system maintenance. Please submit any transactions before or after this timeframe. Thank you!