Tailored Strategies

Plan Wisely,

Live Comfortably

Tailored Strategies


A secure retirement is everyone’s dream. We believe retirement planning must be personalized. Whether it is making your first 401(k) contribution, receiving your first social security benefit, or taking your last required distribution from your IRA, our planning encompasses every aspect of your life. We identify resources for you and your family.



You have worked hard to build and grow your business, but are you confident that it will continue to prosper once you are absent from the day-to-day operations?  Our business continuity planning services aim to enhance your enterprise’s sustainability and long-term success.  As a business owner you face numerous decisions including succession planning, employee benefits, cash flow, and most importantly work-life balance.


It is crucial you have an investment and portfolio strategy to meet short, intermediate, and long-term goals.  We evaluate the strengths, weaknesses, opportunities, and threats to your portfolio to maximize returns commensurate with your risk tolerance.



Education costs consistently increase at a rate much greater than the general rate of inflation. The need for guidance is more important than years before. All tools, including Section 529 plans must be evaluated against all methods available for educational savings.



You and your family most likely have supported certain associations or causes over the years. You may wish to see your support continue to create and build your family legacy. Our advisors will assist you in determining whether your philanthropic goals will be attainable. We can advise you on the best strategies to benefit those organizations which are close to your heart.


One thing is certain: managing your wealth will not become less complicated in the coming years. Many critical aspects, including your investments & taxes, are inevitably linked and often have unintended consequences, especially if they are not actively managed. We consider the impact of taxes with every investment decision. Working proactively with your tax advisor, we help create long-term success by managing both current and long-term tax liabilities.



At Montgomery Wealth Management, we understand that there is no "one size fits all" approach to investing. Gone are the days where stocks, bonds, and cash are the only available investment components to your portfolio. Private Equity, Hedge Funds, and Fund of Funds may provide non-correlated returns to your portfolio in the face of market volatility, interest rate fluctuations, and global uncertainty. Our advisors and due diligence provide insight to our Alternative Investment platform.

Trusts and


Wealth distribution is often the most overlooked strategy in a family’s financial plan.  We will assist you with the various decisions required to benefit your specific family structure.  We focus on protecting you and your loved ones by creating a smooth transfer of wealth while minimizing your tax burden.

Insurance & Risk Management


The adage, “hope for the best, but prepare for the worst” is as true today as it was centuries ago.  Proper protection of your assets is imperative.  A thorough evaluation of your insurance portfolio is a prudent practice that will provide you confidence in the knowledge that your family has the appropriate coverage.