Nohemy Montes, J.D., CPFA

President, Juris Doctor, Wealth Manager

Prior to beginning her career as a Wealth Manager in January 2005, Ms. Montes practiced corporate, family, and criminal law.

In 2013 Nohemy founded Montes Group Inc.* to provide financial clarity to families enabling wise choices that lead today, tomorrow and the future generations. She takes pride in working with three generations of the same family.

As a Wealth Manager, Nohemy takes an all-embracing approach to guide her clients in the management and execution of the investments and preservation of their wealth and legacy. Her knowledge and experience allow timely results.

As President of the firm, she diligently surrounds herself with a team of advisors to create a process that is simple for you but fully backed by its local, national, and global strategic partners, which are leaders in the investment services industry, including but not limited, Black Creek, Prudential, Horizon Investments, Global AXA Group, AIG, John Hancock®, Legg Mason, Capital Group®, SEI, Allianz, and Jackson®. Nohemy recognizes the power of process and takes pride in upholding a process that works in an ever changing financial, political, and legal environment.

Her commitment to thrive in the financial industry has given her the opportunity to be a coach in the financial arena as well as develop business relationships with individuals and organizations across the State of Colorado including but not limited to Colorado Mental Health Institute, Pueblo City Schools, School District 70, Colorado Parks & Wild Life, City of Pueblo, Colorado City Metropolitan District, Pueblo Community College, Memorial Hospital now known as U.C.Health, and The Inspector’s General’s Office in Colorado Springs. One of her favorite phrases is “Education is power” and for that she provides complimentary financial seminars throughout the year for the community.

Nohemy obtained her law degree from the Universidad Autónoma de Chihuahua and a Bachelor of Science in Business Administration with a major in Economics from Colorado State University-Pueblo. She holds multi state Life, and Health licenses, as well as Series 7 and 66 security registrations.  

 She is devoted to the highest ethical standards in the industry and the community.

Nohemy is the Founder and President of Mont Wealth?. She is member of the Financial Planning Association and member of the El Paso County Bar Association. Among other contributions, she serves in the Public Policy Committee of the Southern Colorado Women Chamber of Commerce, Member of the Women in Pensions Network, Ambassador for the Colorado Springs Chamber of Commerce and Economic Development Center in the Financial Services Team. She has been a member of The Million Dollar Round Table (MDRT), Past President of The National Association of Insurance and Financial Advisors (NAIFA), and SCORE volunteer. Ms. Montes is the recipient of the 2017 Minority Business Owner of the Year Award *

*Mont Wealth? is the trademark of Montes Group Inc.

*Listing in these publications and or awards is not a guarantee of future investment success. This recognition should not be constructed as an endorsement of the advisor by any client.  Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Phone 719.302.3004
Fax 719.428.3067