What We Do
Holistic Wealth Management + Life Planning
Our particular blend of wealth management and financial/life planning requires the right fit and chemistry between client and advisor. We offer a complimentary consultation to get acquainted and explore whether we’re the right firm for you.
We work best with clients who have created or grown their own wealth through hard work and who are willing to work openly and collaboratively with us.
News & Nudges
A Tribute to Bill Russell
Much about the MontVue approach to clients was influenced by our late colleague and mentor, Bill Russell (William Horace Russell, III.) In the 1980s when Sarah worked for Central Fidelity Bank in Lynchburg, Bill was the head of the western region trust area and had the reputation of being the best trust guy in Virginia—tough as nails and beholden to no one.