Montage Wealth Advisors: Financial Organization Made Simple

Feel Organized and Confident at Every Milestone

Simplify Your Finances with Our Family-Owned Practice

Over the years, we’ve enjoyed helping our clients organize their finances in an effort to simplify their lives; we want to give them the confidence to say, “Yes!” to more of what they love to do. Although each new milestone you face can feel like uncharted territory, as a multi-generational, family-owned practice, we’ve already been where you’re planning on going or where you want to go. We’ve helped guide families through every life stage, but we understand that your circumstances are unique. That’s why we provide personalized, objective advice to keep you organized and focused on the things and people you love.

“We Care More About You and Your Money than Anyone
Else that Doesn’t Share your Last Name.”

We are dedicated to providing sudden singles, pre-retirees, and business owners with personalized solutions and exceptional service to help them pursue financial goals with confidence. Learn more about our commitment to your financial well-being today. We believe in being transparent at Montage Wealth Advisors, and we're open about our fee schedule to ensure that clients with $500,000 asset minimums, fully understand what they are paying for, and feel confident in the value of our services

Find Out How We Care

Tailored Guidance to Help You Navigate Every Life Stage

We recognize that everyone's financial journey is unique, and it's important to have guidance that is tailored to your specific needs and goals. No matter where you are in your financial journey, we're here to provide guidance to navigate each life stage with confidence.

Understand: Goals, Values, Plans for Your Life, and Money
Develop a “Financial Roadmap”
Compile & Organize Documents & Statements
Tax Review for Income and Investments
Review Insurance: Life, Property, Accident, Health
Assess Investment Risk Tolerance

Develop a Financial Plan
Investment Allocation & Location
Cash Management Strategy
Tax Strategy for Current and
Retirement Income
Develop a Long-Term Investment Plan
Understand Investment Behavior
Long-Term Care Strategy
College Funding Plan
Plan to Assist Parents

Based on a Financial Plan
Execute Investment Portfolio
Account Consolidation (If Needed)
Create New Accounts (If Needed)
401(k) Adjustments
Automate Savings & Investing
Adjustment for Tax Efficiency
Replace/Terminate/Buy Insurance

Set Up “Legacy Box”
Review & Coordinate with Attorney to Create Trusts or Wills, and/or Special Trusts
Review Power of Attorney & Health Care Documents
Review Beneficiaries on All Accounts

Review All Changes & Items Implemented
Make Adjustments as Needed
Review & Complete ID
Checkup and Credit Risks
Review Legacy & Inheritance Plans
Set Up Family Meetings & Workshops

Review the Plan, Life Events & Accounts to Keep you on Track
Review ID & Credit Risks
Review Current Tax Situation
Review SSA Statement, 401 k Plan, & Other Accounts
Review Cash Position

*Tax services offered through Montage Wealth Advisors. Cetera Advisor Networks LLC does not provide tax or legal advice.

Streamlined User-Friendly Software

As part of your curated financial strategy, you will receive access to user-friendly software platforms that enable you to easily track and manage your financial goals. This software provides personalized insights and recommendations, as well as the ability to securely communicate with our team and track progress toward your financial objectives. View some of the available platforms below.

MoneyGuide Pro

Fit to Retire

AdviceWorks

Ready to Start Your Roadmap? Let's Connect.

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Our Services

We offer an expansive range of services designed to provide you with fully integrated, comprehensive financial solutions for your life and business.

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Contact Us

If you’re ready to get organized and simplify your life — if you’re ready to gain the financial confidence to do more of what you love — we’re here to help!

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Our Team

As fiduciaries in a family-founded practice, we believe in providing unmatched value through expansive yet personalized and integrated solutions.

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Our Process