Mountain View Strategic Wealth Hosts Inaugural MVP Awards Ceremony

In celebration of its commitment to its clients and the greater Hudson Valley financial community, Mountain View Strategic Wealth recently hosted the inaugural Mountain View Performance (MVP) Awards luncheon at Heritage Food + Drink in Wappingers Falls, NY. Created by Founder and Chief Investment Officer John Morgan AIF®, APMA®, the MVP Awards recognized exchange-traded funds (ETFs) that achieved the greatest total return, within their respective categories, and were owned in client accounts for at least six months during 2025.

The first-ever recipients of the MVP Awards were:

- Domestic Equity: iShares S&P 100 ETF, which saw a 19.81% return in 2025.

- International Equity: Fidelity Enhanced International ETF, recognized for a 37.28% return.

- Risk-Managed Equity: Allianz U.S. Equity Six Month Buffer 10, a suite of six ETFs that utilizes option strategies designed to protect the investment from the first 10% of a market correction.

- Fixed Income: J.P. Morgan Active Bond, which realized an 8.22% return.

“Our partnership with global investment management firms is integral to our clients’ success in reaching their long-term financial goals,” said Morgan. “Celebrating four partners that were particularly important to the shared success of Mountain View Strategic Wealth and its clients in 2025 is an opportunity to reflect on our victories over the past year.”

Mountain View Strategic Wealth, a Dutchess County-based registered investment advisory firm, provides investment management, financial planning and estate planning services to clients from Buffalo to Florida and as far west as Illinois. To learn more about the firm and its partners, visit www.mvswealth.com.

About Mountain View Strategic Wealth, LLC:

Founded in 2018 and built upon decades of experience, Mountain View Strategic Wealth, LLC is a Hudson Valley-based financial planning and registered investment advisory firm with a future-focused, long-term view, and clients who span from Buffalo to Florida and as far west as Illinois. The firm provides tailored investment management for individuals, families and trusts; retirement and college planning; estate, legacy and insurance planning and more. Founder and Chief Investment Officer John Morgan AIF®, APMA® is one of two Hudson Valley-based financial advisors who have received the Five Star Wealth Manager Award each year for the past five years. The prestigious accolade demonstrates Morgan’s and his company’s consistent commitment to the care and retention of clients.

For additional information, visit www.mvswealth.com, follow the firm on Facebook and LinkedIn, or call 845-834-4343.