Wealth Management
Grow and Protect What You’ve Built
Fiduciary Wealth Management
Your wealth is more than just numbers on a page—it’s the result of years of hard work, dedication, and sacrifice. At Montage Wealth Advisors, our fiduciary wealth management services are designed to help you grow, preserve, and enjoy what you’ve earned. We take the time to understand your values, goals, and risk tolerance before designing strategies that are as unique as you are. Serving clients across Orange County and beyond, we integrate investments with your broader financial plan to help keep you on track. Whether you’re building long-term wealth, preparing for retirement, or planning your legacy, our team provides the clarity and discipline you need to move forward with confidence.
Strategies Built Around You
Comprehensive Wealth Management Solutions
Wealth management goes far beyond investment selection. It requires a coordinated approach that considers every aspect of your financial life. As fiduciaries, we help you make thoughtful decisions that balance opportunity with protection.
Portfolio Design & Management
Customized portfolios aligned with your risk tolerance, time horizon, and personal goals. We continually monitor and adjust your investments to keep them on course.
Risk Management Strategies
Proactive diversification and asset allocation designed to protect your wealth in both stable and volatile markets.
Tax-Efficient Investing
Integrated with our in-house tax expertise, we structure investments to help minimize your tax burden and improve after-tax returns.
Charitable & Values-Based Investing
For clients who wish to align investments with personal values or charitable goals, we provide ESG (Environmental, Social, Governance) and philanthropy-focused solutions.
Retirement Income Coordination
We build portfolios with retirement in mind, creating income strategies that support your lifestyle while preserving capital.
Your Wealth, Your Questions
Frequently Asked Questions About Wealth Management
Do you offer investment products or advice?
We don’t sell proprietary products. As fiduciaries in advisory relationships, our advice is objective and based solely on what’s in your best interest. We can also provide a range of commission-based products that may be appropriate based on the client’s needs and objectives.
How often will my portfolio be reviewed?
We monitor investments continuously and formally review your portfolio with you at least once a year—or more often if your life or goals change.
What makes your wealth management services different?
Unlike firms that only manage investments, we integrate wealth management with tax planning, retirement strategy, and estate planning to create a coordinated financial plan.
Do you manage accounts for business owners as well as individuals?
Yes. We help business owners structure investment accounts alongside retirement plans, helping to ensure both business and personal wealth strategies are aligned.
Can you incorporate socially responsible or faith-based investing?
Absolutely. We can incorporate socially responsible or faith-based investing to reflect what matters most to you and your family.
All investing involves risk, including the possible loss of principal. ESG and philanthropy‑focused investing involves unique risks and may under-perform strategies that do not consider such factors. Diversification and asset allocation does not ensure a profit or protect against a loss.
