Montage Wealth Advisors began as a family-owned and operated business in Southern California, based out of Brea, Orange County. Just as our clients plan, invest, and save with the future in mind, as a multi-generational practice, we proactively plan the continuity of our firm so we can provide the same value and trustworthy, relational service for the next generation.With over 50 years of combined experience, our team offers fully integrated and comprehensive tax and financial planning guidance. Not only can we help position you to live your best life, but we can also help you leave a legacy for generations to come.
Montage Wealth Advisors founder Phil Bracey is a Certified Financial Planner and Enrolled Agent, licensed to practice in all 50 states. Sean Bracey and other members of our team are also credentialed tax and insurance agents. Whereas we were once sought after primarily for our knowledge in tax preparation, today our knowledgeable team specializes in providing fully integrated, tax-efficient wealth strategies, tax planning and tax preparation services exclusively for our financial planning clients.
*Tax services offered through Montage Wealth Advisors. Cetera Advisor Networks LLC does not provide tax or legal advice.
Imagine you have enough money saved and invested to sustain your family and the lifestyle you want. What then? What’s next? What would you do if you felt confident enough to loosen your purse strings and live comfortably? Your answer to that question is where we want to help you to set your focus — on your life goals, not financial ones. Let us focus on your financial plan so you can focus on spending your time how you want and with the people you love.
When you take your car to the mechanic, you expect them to be able to do everything necessary to keep your vehicle in optimal condition. Why would you expect anything less of your financial advisor? At Montage Wealth Advisors, we’re a one-stop shop, integrating practical planning with an unrivaled tax advantage through our in-house tax planning and preparation services. This can translate into less time, less stress, better organization and more potential tax savings for you.
We believe in putting family and legacy at the forefront of everything we do. Our core values reflect this commitment and guide our actions as we work to help our clients pursue their financial goals.
Planning is core to all we do. We believe big goals take thoughtful planning. Whether it’s business or personal, we go deep, uncovering it all to define your roadmap and help you take advantages along the way.
We provide a tax advantage to each of our clients. We leverage years of tax law knowledge and credentialed experience so that plans can be fully optimized and structured in the most tax-efficient ways possible.
Our broad perspective and unique skill set allow us the opportunity to guide with a mindset that goes beyond bottom-line thinking. We consider every angle and business planning element that may affect your business’ financial story.
We began as a family-owned and operated business. Careful consideration of the next iteration is core to who we are and to your sense of security for the future. It’s the kind of foresight that can benefit both founders and legacy-minded individuals alike.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
We offer an expansive range of services designed to provide you with fully integrated, comprehensive financial solutions for your life and business.
Our tax-integrated approach to financial planning strives to help you keep more of what you earn, so you can do more of what you love.
As fiduciaries in a family-founded practice, we believe in providing unmatched value through expansive yet personalized and integrated solutions.