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IT'S TIME TO GET FIRED UP

With a deeply personalized financial plan that’s designed to fuel your life

LIFE'S AN ADVENTURE

But it’s hard to enjoy it when you’re distracted by nagging questions like:

When can I retire?
How much should I be saving vs spending?
Am I invested properly for this stock market?
When is the right time to refinance my home?
When should I take Social Security?​

Why do I need an updated estate plan?
Is my company retirement plan invested properly?
Are there opportunities reduce my taxes?
What house can I afford to buy?
How do I navigate being suddenly single?

WE HELP YOU NAVIGATE THE WAY FORWARD
WITH CLARITY AND CONVICTION

THERE ARE 3 WAYS TO WORK WITH US

MAP

Everyone needs a plan to trust their next steps. Together, we’ll get the 1,000 foot view of your financials, then hone in on your best route forward.
  • Feel relief finally knowing where you stand
  • Know what you can spend without worrying

GUIDE

If we’re a good match and you’d like to stick with us, we’ll help you implement your Financial Map for the next few months.
  • Feel confident knowing you’ve got the right team in place
  • Get excited about taking the next steps

PARTNER

When it feels right to make a long term commitment, we’re here to help you keeping plotting your course for the path ahead–and probably talking about life stuff along the way.

  • Know you’ve got an accountability partner
  • Have an eagle eyed expert to scout out the path forward

Want to see if we’re the right guides for your life’s adventure? 

SCHEDULE A CALL

WHY DO OUR CLIENTS STICK AROUND?

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We like to think it’s our irresistible charm and sharp wit.
More likely it’s because we do all the fancy stuff top gun advisors should do, plus…

We’re compassionate experts who empower our clients with:

  • Advice for making good decisions along your journey
  • Accountability to see that you stay the course
  • Inspiration to explore opportunities you didn’t know existed

GET ACCESS TO OUR NETWORK
​OF HANDPICKED EXPERTS

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We’re financial ninjas who also connect our clients with other industry blackbelts
  • Attorneys
  • Accountants
  • College Planners
  • Healthcare professionals
  • Senior care consultants

WE'RE NOT "HIP" TO SNAPCHAT, BUT WE DO ​USE SOME PRETTY COOL TECHNOLOGY

Holistiplan is The Future Of Tax Planning. It allows us to review your taxes and quickly:

  • Know what you’re really paying in taxes
  • Pinpoint overlooked opportunities
  • Identify errors and oversights

This is just one of many technologies we leverage that may help you build wealth faster.

YOU DESERVE A PLAN THAT'S GOT YOUR BACK
​AND AN EMPATHETIC ADVISOR BY YOUR SIDE.

Copyright © 2021 Montage Wealth Management

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Privacy Policy. Copyright © 2021. 

Form CRS: Client Relationship Summary