Team Colgan

Team Colgan

When you’re faced with important financial decisions, you want advice from a financial professional who is competent and trustworthy. Someone who is independent and focused on your best interests. And, most important, you want someone who will help you wisely manage your money so that you can enjoy a secure retirement and leave a meaningful legacy.

If these beliefs resonate with you, then Team Colgan at Montage Wealth Management may be the financial partner you’ve been looking for. Team Colgan provides a refreshing approach to financial planning for people who are passionate about living their best life and leaving a meaningful legacy. Mark Colgan and his team have helped hundreds of clients like you to achieve both financial and personal goals since he established his independent financial advisory practice in 2004.

Each client has his or her own reasons for choosing to work with Team Colgan to manage his or her life savings. Maybe you have a busy lifestyle and don’t have the time to commit to managing your own portfolio—or perhaps you prefer to delegate the responsibility to experts. Could it be that you simply don’t share the same level of passion for managing money as we do? Whatever your reasons, we are confident that our services deliver real value.

MARK COLGAN, CFP®

Founding Partner, Private Wealth Advisor

Having experienced the unexpected death of his beloved wife, Joanne, Mark learned at the early age of 30 the fragility of life and the importance of proper planning. A bitter-sweet yet valuable life experience that has helped cultivate his success as a comprehensive and compassionate Wealth Manager.

A Cited Expert

  • National speaker and specialist on the topic of legacy planning
  • Author of The Survivor Assistance Handbook: A Guide for Financial Transition, now in its fourth edition
  • Articles appearing in U.S. News and World Report, the Journal of Financial Planning, American Association of Individual Investors, and Money Adviser, a consumer reports publication.
  • Cited by FOX News, CBS MarketWatch, Oprah and Friends, Morningstar.com, and other mainstream media

His Role Today at Montage Wealth Management

Primary goal: to help clients “make their money matter”—so they can enjoy a secure retirement and leave a meaningful legacy. He accomplishes this by building comprehensive financial plans with his unique perspective of legacy and implementing them with prudent money management.

Extensive Credentials

Mark Colgan has been in the financial services industry for two decades. Prior to his career, Mark earned his BS in finance from the Rochester Institute of Technology.

  • CFP® practitioner
  • FINRA Series 7 registration (General Securities Representative)*
  • FINRA Series 63 registration (Uniform Securities Agent State Law)*
  • FINRA Series 65 registration (Uniform Investment Adviser Law)*
  • Life and Health Insurance licenses
  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, the largest privately held independent broker/dealer in the nation, to take advantage of all the services and resources they offer

On a Personal Note

Mark resides in Honeoye Falls, New York, with his wife, Kathy, and their beautiful children, Christopher and Emily, and their beloved Labradors, Cooper and Colby.

Presidents_seal
 

Mark Colgan is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

T..J. MUSCATO

Private Wealth Advisor

What T.J. will do for you

T.J. is a seasoned Wealth Manager dedicated to helping you pursue your financial and personal goals so you can live the life you’ve always imagined.

To accomplish this, T.J. first delivers a thoughtful and comprehensive financial plan that identifies your goals and outlines a strategy to achieve them. Whether your desired outcome is to live a comfortable retirement, send your children to college, take a well-deserved vacation or simply bequest money to the next generation, he has the knowledge and resources to help you make well informed decisions.

Once your financial plan is complete, T.J. will design, implement and monitor the progress of an investment portfolio that utilizes the talent of the world’s most respected investment managers and strategists. He will also communicate with you regularly to keep you informed about how the portfolio is being prudently managed.

Professional capabilities

Prior to joining Montage, T.J. was a successful Investment Representative at Edward Jones. His professional experience has provided him with a solid understanding of client service, portfolio design, financial planning and risk management/insurance solutions. T.J.’s credentials include:

  • FINRA Series 7 registration (General Securities Representative) *
  • FINRA Series 66 registration (Uniform Securities Agent State Law) *
  • Life and health insurance licenses
  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®

On a personal note

T.J. lives with his wife Veronika and children Tori and Jamie in Penfield, New York. On his free time, he enjoys cooking (he makes awesome smoked pork shoulder) and camping with his friends and family.

*Through Commonwealth Financial Network®

LAUREN PURVEE

Client Service Manager

Lauren Purvee plays a significant role in seeing that clients of Montage Wealth Management receive the exceptional service they deserve. As an integral part of the Montage “Service team,” she handles service requests, including but not limited to scheduling appointments and performing administrative and operational tasks for brokerage and advisory accounts. Lauren also serves as a key contact among the financial planners, clientele, and numerous financial institutions with whom Montage partners. Because of her knowledge, dedication, and charming personality, clients are sure to have an enjoyable and successful service experience.

Lauren and her husband Ray live in Rochester, New York, and enjoy spending time with their two wonderful children, as well as with family and friends.

LISA WHELAN

Client Service Associate

Lisa Whelan is a Client Service Associate, playing a significant role on the Service Team. She is in charge of scheduling and coordinating client meetings, preparing all attendees for such meetings and greeting guests that arrive at the office. Additionally, Lisa provides exceptional administrative support to fellow colleagues.

The combination of Lisa’s skill set, experience and passion make her uniquely qualified and a highly valued member of the team.

Lisa and her husband Doug live in Webster, New York, and enjoy spending time with their two children, family and friends.

JESSICA PACITTO

Special Project Associate

Jessica works part-time helping the Service team with special projects. Examples include internal data audits, data base maintenance, mailings, and event planning. We really enjoy having Jessie on the team and value her contribution. In her free time, you can find Jessie spending time with her family or friends in Rochester and/or Philadelphia.