Overview

Montis Financial, LLC is a wealth management firm comprised of seasoned professionals whose collective expertise and knowledge helps provide clients with a sound and appropriate financial plan tailored to their specific and individual needs.

At Montis, we use a collaborative management approach as a part of a client's trusted team of advisors. Wealth management is defined as the thoughtful combination of investment consulting and financial planning, executed to yield a strong and meaningful investment roadmap and plan that integrates clients' goals and family values.

Our objective, by using the team's collective knowledge, is to provide value to each client as a tailored plan is developed to suit their unique situation and goals. Relevant factors are considered and integrated into the planning, including risk management, insurance needs, philanthropy, retirement planning, educational funding and asset allocation.