Enjoy more of the
moments you plan for

Our proactive planning process helps you make intelligent money decisions and live more intentionally, through every stage of life.

You’ve worked hard for your money, but you
wonder if it’s working as hard for you.

Making decisions about money feels stressful and overwhelming
You’re worried your current plan doesn’t consider everything you need or want
You’re not sure which options are right for you or where to start

We get it, when you’re uncertain about your financial plan, it’s hard to feel confident about your future.

MANY HIGHLY SUCCESSFUL PEOPLE STRUGGLE WITH FINANCIAL DOUBT.

Without the right support, managing your money can feel overwhelming
and overly complicated–even if you’re financially savvy.

At Montage, we designed a proactive planning process that helps you identify unknown opportunities and make informed decisions through every stage of life, so you’re free do more of what you love.

YOUR MONEY SHOULD GIVE YOU FREEDOM, NOT FEAR

We’re financial advisors with a different approach to wealth management.

WE BELIEVE...

true financial freedom is being able to spend your time and money
on what you love, without worrying if you’ll have enough in the future.

Our proactive planning process helps you make intelligent money decisions through every stage of life, so you’re free to enjoy the memories your money creates, what we call Montage Moments.

Here’s how our approach is different:

We involve specialists for sophisticated solutions
We collaborate with your accountants & lawyers for prudent execution
As independent fiduciaries we create highly customized plans

$ 0 M+

In Portfolio Management as of 2021

Years of Combined Client Service

Licensed Advisors

Managing your money doesn’t have to be complicated

We help successful professionals, retirees, and families plan their future with confidence.

Lifestyle & Life-stage planning
Quantify probability of success
Tax reduction strategies

Proactive vs. Reactive planning
Investment portfolio analysis
Sophisticated asset management

Insurance coverage review
Senior and long-term care
Estate and legacy planning

DON’T LEAVE YOUR FINANCIAL FUTURE TO CHANCE.

Discover how our proactive planning process helps you make
intelligent money decisions through every stage of life.

Here’s How It Works

1

Schedule A Call

We’ll talk about your money goals, resources and preferences

2

Receive Your Proactive Plan

Plan with a singular focus and be prepared for “what if’s”.

3

Experience Financial Freedom

Spend your money on people
and experiences you love.

You Deserve to Enjoy the Moments You Planned For

Don’t let uncertainty about your financial future prevent you from building the life you want.

Enjoy more of the
moments you plan for

You’ve worked hard for your money, but you
wonder if it’s working as hard for you.

We get it, when you’re uncertain about your financial plan, it’s hard to feel confident about your future.

MANY HIGHLY SUCCESSFUL PEOPLE STRUGGLE WITH FINANCIAL DOUBT.

Maximize your savings

Take care of loved ones

Enjoy more of what you love

YOUR MONEY SHOULD GIVE YOU FREEDOM, NOT FEAR