Montage Wealth Advisors Home
Montage Wealth Advisors Home
  • Home
  • About Us 
    • About Us
    • Meet the Team
    • Advanced Planning Group Team
  • Our Approach 
    • Our Approach
    • Our Process
    • Who We Work With
  • Our Services
  • Resource Center 
    • Helpful PDFs
    • Market Outlook
    • About AdviceWorks
  • Contact
  • Client Login

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Have A Question About This Topic?

Thank you! Oops!

Related Content

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Contact

Office: (562) 902-6560

Fax: (562) 902-5670

Three Pointe Drive

Suite 201

Brea, CA 92821

Series 6, 7, 22, 63

Phillip@Montagewealth.net

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2023 FMG Suite.

Securities and advisory services offered through Cetera Advisor Networks LLC (doing Insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0716796

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Important Disclosures | Business Continuity |

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Tax services offered through Bracey Tax & Financial Services.