MONTOYA WEALTH MANAGEMENT
For years, Montoya Wealth Management has been providing expert financial guidance to its clients. With a team of experienced advisors and a wide range of services offered, they have established a reputation as a trustworthy and reliable wealth management firm.
How does the advisor help clients – Key Takeaways:
Montoya Wealth Management takes a personalized, comprehensive approach to financial planning. They work closely with each client to understand their unique goals and develop a tailored plan to help them achieve financial success. Their team of advisors combines their expertise in investment management, tax strategies, retirement planning, and estate planning to provide holistic solutions for their clients.
Facts and Insights
As of 2021, Montoya Wealth Management manages over $500 million in assets, with a team of 10 advisors. They have been in business for over 15 years, which speaks to their stability and expertise in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 10 |
Financial Services Offered
- Investment Management
- Tax Strategies
- Retirement Planning
- Estate Planning
Client Types
Montoya Wealth Management serves a diverse clientele, including individuals, families, and small business owners. They also work with high-net-worth individuals and provide specialized services to cater to their unique needs.
Fees & Compensation
Montoya Wealth Management charges a competitive fee based on a percentage of assets under management. This incentivizes their advisors to increase client portfolios and aligns their interests with their clients’ success. They are transparent about their fees, and there are no hidden charges for their services.
Background
The firm was founded in 2006 by John Montoya, who has over a decade of experience in the financial industry. He holds various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Along with him, the team at Montoya Wealth Management includes experienced and qualified advisors who bring diverse perspectives and expertise to the firm.
Financial Advisor Disclosures to Know
Montoya Wealth Management has a clean disciplinary record, with no reported legal or regulatory actions against the firm or its advisors. They uphold the highest ethical standards and always prioritize their clients’ best interests.