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Website Disclosures​​

This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. Please contact Montgomery Wealth Management (MWM) to find out if we are qualified to provide investment advisory services in the state where you reside. MWM does not attempt to furnish personalized investment advice or services through this website. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Past performance is no guarantee of future results.

Securities are offered through M. S. Howells & Co. a registered broker/dealer. Member of FINRA and SIPC. Advisory services offered through Montgomery Wealth Management LLC, a registered investment advisor. The firms are unaffiliated entities.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. Links to third-party websites are provided for your convenience and information purposes only. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Check the background of investment professionals on FINRA's BrokerCheck.


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