Nohemy Montes, J.D., CPFA
Mont Wealth℠ is a trusted wealth management firm in the Colorado front range. It's a service mark of Montes Group, Inc., incorporated in 2013 by Nohemy Montes, JD and CFPA licensed financial advisor and wealth manager since 2005.
In close alliance with its local team and globally recognized strategic partners, Mont Wealth has been providing personalized and state of the art financial plan execution, integrated wealth growth and legacy preservation for over 17 years.
Its clients are mainly located in Colorado and include:
- Multi-generation families and individuals - focused on PERA, FERS, and tax bracket strategies
- Medium and large businesses and organizations across industries, focused on medical practices
- Next generation and young accumulator millennials
Its long term clients receive strategic advice, assets under management, membership to its legacy and wealth preservation module. The firm is backed by local, national, and global leaders in the investment industry including Rochdale, The Standard, Howard Capital, Black Creek, Prudential, Horizon Investments, Global AXA Group, AIG, John Hancock®, Legg Mason, Capital Group®, SEI, Allianz, and Jackson®, among others.
Mont Wealth Financial Advisors upholds the highest ethical standards in the industry and has strong ties to the community, which has allowed it building long term relationships and help individual clients from and organizations such as 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 UC Health, and The Inspector’s General’s Office in Colorado Springs.
Mont Wealth℠ is the Southern Colorado Women's Chamber of Commerce 2017 recipient of the Minority Business Owner of the Year Award*.
*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, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.