Montz Harcus Wealth Management

Montz Harcus Wealth Management

Founded in 2019 and headquartered at 610 City Park Avenue in New Orleans, Montz Harcus Wealth Management operates as an SEC-registered investment adviser focused on financial planning and wealth management. The firm emphasizes a combination of discretionary and non-discretionary asset management services tailored to high-net-worth individuals, pension plans, charitable organizations, and business entities. Its website cites over 125 years of combined industry experience among its team, though the firm does not publicly name its managing principals or disclose partner biographies. Montz Harcus constructs portfolios using a tactical asset allocation process anchored to client risk tolerance, time horizon, and investment goals. The firm deploys capital across large-cap, mid-cap, and small-cap US equities, developed and emerging international equities, fixed income including US Treasuries, corporate bonds, and tax-free municipal bonds, plus alternative strategies and specialty sector exposures such as real estate, biotechnology, and technology. Financial instruments used include no-load mutual funds, exchange-traded funds, individual bonds, common and preferred stock, and real estate investment trusts. The firm does not promote a proprietary fund structure; instead it acts as a fiduciary adviser, with client assets custodied at Charles Schwab & Co. and securities execution also available through Purshe Kaplan Sterling Investments. The firm maintains an affiliated relationship with Physicians Resource Group, through which it delivers tax preparation — individual, partnership, and corporate — and insurance brokerage including own-occupation disability insurance tailored for physicians. Montz Harcus lists a seven-person org chart on its website spanning partner, senior advisor, financial advisor, tax manager, tax accountant and paraplanner, and client service specialist roles, though individual names are not published. The firm has not disclosed total assets under management, deployment figures, or headcount. Montz Harcus differentiates by embedding CPA expertise inside a registered investment adviser, a structure that creates an in-house feedback loop between tax planning and portfolio construction. Most advisory practices treat tax strategy as a coordinated but separate service; here it operates as a core delivery line alongside investment management and insurance brokerage, all within a single firm-and-affiliate architecture aimed at physician clients.