Broker Check


Mont WealthSM industry recognition and its strong ties to the community have been the foundation for success.   Building long term relationships has been the cornerstone for helping 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, Pikes Peak Library, and The Inspector’s General’s Office in Colorado Springs. 

In 2017, the firm received the Southern Colorado Women's Chamber of Commerce's Minority Business Owner of the Year Award**.  Mont WealthSM is a memer of the Southern Colorado Women and the Colorado Springs Chambers of Commerce, as well as a number of professional organizations including The Financial Planners Association, El Paso Bar Association, Women In Pension, and American Retirement Association through NAPA (National Association of Plan Advisors).

*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.