Broker Check

Why Mont Wealth℠ 

Mont Wealth℠ is a trusted wealth management firm in the Colorado front range serving multi-generation families, individuals, businesses, and organizations in Colorado and other States through its local team and globally recognized strategic partners.  Mont WealthSM holds an outstanding record of providing personalized and state of the art financial plan execution, integrated wealth growth and legacy  preservation for nearly a decade.  Its clients include:

  • Businesses across industries and specially focused on medical practices 
  • Individuals with PERA and other pension plans offered by their employers,
  • Millennials

The firm is backed by local, national, and global leaders in the investment industry including BNY Mellon Pershing®, 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.

Client Centered





We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

*Mont Wealthsm is a service mark for Montes Group, Inc., a Colorado based independently and closely held company.

**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.

Knowledge is power.

For many, understanding and making decisions on every aspect of finance can be overwhelming.  Let our leadership guide you on your personal estate, trust, retirement, pension, tax, college, income, and the areas you haven't thought about.

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