# Montz Harcus Wealth Management

Montz Harcus Wealth Management is a Bank / Wealth / Trust based in New Orleans, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Orleans, United States
- **Region:** North America
- **Address:** 610 City Park Avenue, New Orleans, LA 70119, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** montzharcus.com
- **LinkedIn:** https://www.linkedin.com/company/montz-harcus-wealth-management

## Regulatory record

- **CRD number:** 301963
- **SEC file number:** 801-115292
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301963

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Tax Planning
- Insurance Planning
- Estate Planning
- Retirement Planning

## Questions

### How is Montz Harcus Wealth Management structured?

Montz Harcus Wealth Management LLC operates as an SEC-registered investment adviser. It is affiliated with Physicians Resource Group, which delivers tax preparation and insurance brokerage services not offered through the RIA. Client assets are custodied at Charles Schwab & Co., and securities can also be executed through Purshe Kaplan Sterling Investments, a separate FINRA-member broker-dealer.

### What is the firm's relationship with Physicians Resource Group?

Physicians Resource Group is an affiliated company that provides tax preparation and insurance services to Montz Harcus clients. The two entities operate under common ownership as disclosed on the firm's website, though Montz Harcus explicitly notes that additional products available through Physicians Resource Group are not offered through the RIA or through Purshe Kaplan Sterling Investments.

### Does Montz Harcus Wealth Management participate in fund commitments or only direct portfolio management?

Montz Harcus constructs customized individual portfolios using direct holdings and pooled vehicles such as no-load mutual funds, ETFs, individual bonds, and stocks. There is no indication that the firm commits capital to third-party private funds or offers proprietary pooled investment vehicles; it functions as a portfolio manager and financial planner rather than an institutional allocator.

### Which custodian holds client assets?

Client assets are custodied at Charles Schwab & Co., Inc., a FINRA/SIPC member. Montz Harcus is an independent advisory firm and is not affiliated with Charles Schwab; Schwab does not endorse or recommend the firm's advisory services.

### What insurance products does Montz Harcus specialize in?

Through its affiliation with Physicians Resource Group, the firm focuses on disability income insurance — particularly own-occupation specialty-specific policies for physicians — as well as business overhead insurance, term and permanent life insurance, and long-term care insurance. The firm describes itself as product and brand agnostic in its insurance brokerage.

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- [Montgomery Securities](https://altss.com/profile/monty-asset-management)
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Last updated: 2026-06-03T20:00:00.000Z

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