Welcome to Montage wealth advisors

Think About How You’ll
Spend Your Time

...when you don’t have to worry about your money. Montage Wealth Advisors' integrated wealth management solutions are designed to help you stay organized for greater financial confidence.

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Building Your Financial Future

Your Partner for Long-Term Success

At Montage Wealth Advisors, we combine deep knowledge with advanced financial strategies to help you make confident decisions about your future in Orange County and Nationwide. Our Brea-based team works closely with clients across Orange County to create integrated plans that align your investments, retirement goals, and tax strategy. Whether you’re navigating a major life transition, preparing for retirement, or growing a business, you can rely on our experienced fiduciary advisors to deliver practical, personalized guidance.

Who We Work With

Tailored Guidance for Your Situation

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Business Owners

We help entrepreneurs and small business owners integrate business finances with personal wealth—maximizing tax advantages, planning for growth, and preparing for a successful exit.
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Suddenly Single

Our compassionate team assists widows, divorcees, and others facing unexpected life changes, guiding them through complex financial decisions with clarity and care.

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Pre-Retirees

We help those within 5–10 years of retirement create a confident, tax-efficient transition plan—covering income strategy, healthcare, and lifestyle planning.

Financial Solutions Under One Roof

How We Help You Plan Ahead

Can I Pay Less Taxes?

Discover tax-smart strategies to keep more of what you earn.

Can I Maintain My Lifestyle?

Helping you rebuild confidence and move forward with a clear financial plan.

When Can I Retire?

We’ll help you build a plan so you can retire with confidence.

See How We Answer Your Most Important Questions

We know your top financial questions often start with the basics:


  • Can I retire?
  • Can I maintain my lifestyle?
  • Can I pay less in taxes?


Our short video below walks you through how Montage Wealth Advisors helps clients across Orange County and beyond find clarity and confidence in each of these areas.

“We Care About You and Your Assets More Than Anyone Who Doesn’t Share Your Last Name.”

A Commitment to Clarity and Care

About Montage Wealth

Relational Service from One Generation to the Next

We believe financial planning should be transparent, personal, and built on a foundation of trust. As fiduciary financial planners, we act in your best interest at all times—balancing proven strategies with the flexibility to adapt as your life changes. With more than five decades of combined experience and a technology-forward approach, our advisors deliver the same caliber of planning found at national firms while staying grounded in Orange County and beyond.