Our Firm

At Mont Wealthsm, skilled financial planners and investment executives provide you with the necessary leadership, information, and knowledge to navigate the complex and evolving financial market environment.  We make it simple for you by leveraging over 30 years of combined financial experience.   

Mont Wealthsm is the service mark for Montes Group, Inc., a Colorado Springs based independently and closely held company providing financial and advisory services through its broker dealer Cetera Advisors, LLC, a member of FINRA and SIPC, since 2013. 

Thank you for taking time to browse through our company site.  We look forward to the opportunity to help you preserve, grow, and manage your wealth and financial resources.

OUR CORE VALUES

Trust  |  Leadership  |  Excellence  |  Integrity  |  Empowerment