What: The MontVue Approach
Holistic wealth management is a good term to describe what we do. We help clients achieve life, philanthropic and financial goals through custom portfolio management, plus coaching, planning and support in their broader financial lives.
We offer a relaxed, non-intimidating environment that allows us to develop trust and partnership with our clients. As a MontVue client, you can expect:
Investments reflecting your risk tolerance, goals and beliefs
Support with financial planning and execution at any stage of life
Coaching and accountability to execute your plan
Proactive coordination with your team of professional, tax and estate advisors