A private, independent, fee-only wealth management and financial planning firm.

Regulatory Disclosures

DISCLAIMER: This site is for informational purposes only and does not constitute a complete description of our investment services or performance. MontVue Capital Management does not intend to provide investment advice through this site. This web site is in no way a solicitation or offer to sell investment advisory services. 

MontVue Capital Management does not provide or offer to provide personalized investment advice/management or financial planning advice via this site. This website is limited to offering general information on our services and a way to contact us. Advice can only be rendered after all of the following conditions are met: 

  1. Delivery of our Form ADV Part II as well as several other federally mandated regulatory items to you
  2. Signed client contract