Our Clientele

We love our clients, but the truth is, we’re not for everyone.

Montage has a very distinct persona that naturally benefits people who:

  • Are committed to taking the necessary action steps required to live the life they’ve always imagined
  • Are committed to making sure their loved ones are cared for after they die
  • Appreciate the value of partnering with somebody that is dedicated to helping them reach these objectives

To assure the integrity of our service model, Montage Wealth Management has “new client parameters.” For the calendar year of 2016, the firm will only accept ten new clients. Each client must be referred to us from an existing client and have $500,000 of investable assets. These requirements are in place to ensure that we can continue to fulfill the promises we’ve made to our existing clientele.

In addition, we have a niche expertise in helping widows and widowers. Our founder, once a widower himself, understands the unique financial needs and overwhelming emotional challenges one faces in the midst of losing a loved one. This personal vantage combined with our wealth management expertise uniquely positions us to guide widows and widowers through such difficult times.