Team Approach

Team-Approach

Relying on one “financial advisor” to be an expert in everything and service all your needs is unrealistic. For this reason, Montage Wealth Management uses a group approach to financial planning. Highly credentialed professionals will partner with you to create the custom strategies you and your family need to help obtain your financial and personal goals.

Among the seasoned experts at Montage are:

  • Licensed financial advisors, AKA Registered Representatives
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Risk management specialists
  • Skilled administrative personnel
  • Leading institutional portfolio strategists
  • Extended network of trusted attorneys
  • Dedicated specialists at Commonwealth Financial Network®

. . . a true montage of talented financial professionals.