Broker Check

Meet Our Team

Serving with Competence & Integrity

Our roots as a family-founded practice have instilled in us a commitment to generational excellence. We believe in providing our clients with unmatched value through expansive yet integrated planning services. As licensed and credentialed professionals in our respective fields, we operate with skill and competence. And, as independent fiduciaries, we provide objective, trustworthy advice and solutions tailored to suit your unique needs. Meet the team that’s equipped to help you organize and simplify your finances so you can live your best life today and tomorrow.

Phillip Bracey, CFP, EA

Enrolled Agent, Certified Financial Planner

(562) 902-6560

(562) 902-5670

Phillip@montagewealth.net

LinkedIn As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan...

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Sean Bracey, EA, ChFC

Financial Advisor, Enrolled Agent

(562) 902-6560

(562) 902-5670

Sean@montagewealth.net

In essence, my professional journey is characterized by a commitment to excellence, a passion for comprehensive wealth management, and a genuine dedication to the well-being of my clients. Both......

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Jeremiah Gramm

Financial Advisor

(562) 902-6560

Jeremiah@montagewealth.net

Like most teenagers in high school, I thought a lot about what I would do for a career after graduating. With so many different career paths I could have pursued, I had a hard time deciding what would be the right path for me. The...

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Alex Leise

Client Service Manager

(562) 902-6560

Alex@montagewealth.net

My name is Alex Leise and I am the client service manager for Montage Wealth Advisors. I enjoy using my skills and first hand knowledge of the industry to contribute to the exciting advances that happen every day here in the...

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Meet the Cetera Advanced Planning Group

One of our key resource partners includes Cetera's Advanced Planning Group, which is comprised of skilled legal and financial professionals. Their consultative approach offers technical and legal guidance to assist us in developing your customized financial strategy. 

Meet Our Team

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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 Approach

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.

Our Approach