Our Strategic Partners

Being an independent firm allows Mont Wealthsm to select from the best and leading investment providers to prepare the most suitable strategy for each client.  No proprietary products or services. Below are a few facts and descriptions on some of our most valued strategic partners:

  • AIG - International organization serving customers in more than 130 countries and leading provider of retirement services and life insurance
  • Allianz -  Provides global investment and research through 24 offices in 19 countries and over 500 investment professionals
  • AXA - Established since 1859, AXA is a worldwide leader in financial protection strategies and wealth management
  • Capital Group / American Funds - One of the world's most respected financial institutions, established in 1931, now with 7,000 associates around the globe
  • Jackson - Customer service Award-winner; diversified multi-billion dollar provider of retirement solutions; established in 1961
  • John Hancock - Diversified global investment firm with nearly 126 billion dollars in assets under management;  in business for 150 years
  • Legg Mason - Founded in 1899; covering six continents; over 700 billion dollars in assets under management
  • SEI - Established in 1968; 625 billion dollars in mutual fund and managed assets