GIVE US A CALL
We help successful professionals,
retirees, and families

Make Intelligent
Money Decisions

Identify unknown opportunities and stay one
step ahead through every life-stage

We build meaningful financial plans, then proactively manage
change and mitigate risk through every life-stage.

Assess

Understand your current situation and plan for your ideal future.

Align

Get clear on what matters to you and build a meaningful plan to achieve it.

Advance

Get a long-term partner to advance your financial and lifestyle goals
GIVE US A CALL

We aren’t just financial planners.
We’re also family people.

We believe true financial freedom is having enough to spend on the people and experiences you love.

That’s why we remind our clients that spending money is just as important as saving it. We have to agree with the millennials on this one: You Only Live Once.
Our proactive planning process helps you manage change and make intelligent money decisions through every stage of life, so you’re free to create more memories with your money.

Our team loves to call these Montage Moments. You’ll call them “remember the time when’s”.

GIVE US A CALL

Many of our clients have partnered
with us for over 30 years.

Leadership Team

Mark Colgan, CFP

Mark Colgan, CFP

Wealth Advisor & Founding Partner

Bob Bleier

Bob Bleier, CPFA

Wealth Advisor & Founding Partner

Mary Mikel

Mary Mikel

Wealth Advisor & Partner

Lisa Capizzi, CPA

Lisa M. Capizzi, CPA

Wealth Advisor & Strategic Partner

Backed by Commonwealth Financial Network, the largest privately held independent brokerage firm

Wealth Advisors

Chuck Constantino

Chuck Constantino

Wealth Advisor

Christine

Christine Lane, AIF

Wealth Advisor

Jessica Ferrindino

Jessica Ferrindino, CFP®, CDFA®,

Wealth Advisor

Brandon Wolk

Brandon Wolk

Wealth Advisor

Jackie Dohse

Jackie Dohse, CFP, EA

Wealth Advisor

T.J. Muscato

TJ Muscato

Wealth Advisor

Client Service

Teri Petrarca

Teri Petrarca

Client Service Team Leader

Lisa Whelan

Lisa Whelen

Client Service Associate

Silvia

Silvia Lindemann

Client Service Associate

Tonya Wester

Tonya Wester

Director of Client Services

MANAGING YOUR MONEY DOESN’T HAVE TO BE COMPLICATED.

We help successful professionals, retirees,
and families plan their future with confidence.
GIVE US A CALL
Montage-Icons_0000_Vector-Smart-Object copy 2

Copyright © 2022 Montage Wealth Management

This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA. No offers may be made or
accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not
guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member
FINRA/SIPC, a Registered Investment Adviser. Privacy Policy. Copyright © 2021

Form CRS: Client Relationship Summary