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Montgomery Wealth Advisors
Montgomery Wealth Management provides investment management and strategic wealth planning as a fiduciary financial advisory firm. Their focus is personalized...
Overview
Montgomery Wealth Management provides investment management and strategic wealth planning as a fiduciary financial advisory firm. Their focus is personalized portfolio management beginning with a comprehensive financial plan, using assets such as stocks, ETFs, ETNs, and mutual funds selected for income, tax needs, and risk tolerance. They aim to be each client’s trusted advisor with unbiased opinions designed for long-term investment results.
General information
Firm type
Multi Family Office
Location
Region
North America
Principals
Curt Pouyer
CIO, Founder/Principal
Frequently asked questions
Is Montgomery Wealth Advisors a fiduciary?
As an RIA, Montgomery Wealth Advisors is legally bound to act as a fiduciary, meaning it must prioritize client interests over its own (per SEC regulations). This applies across all advisory services, including investment recommendations and financial planning.
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