Client Resources

With over 20 years of holistic wealth management & life planning, bring part of the MontVue experience with you, wherever you go with the MontVue portal. This portal provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more.
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with the MontVue team.

Access Client Portal
Bring the MontVue experience with you by downloading the MontVue Capital Management app at the Apple App Store or the Google Play Store.
HOLIDAY 2021 2022 2023
New Year’s Day Friday, January 1 - Monday, January 2 (New Year's holiday observed)
Martin Luther King, Jr. Day Monday, January 18 Monday, January 17 Monday, January 16
Washington's Birthday Monday, February 15 Monday, February 21 Monday, February 20
Good Friday Friday, April 2 Friday, April 15 Friday, April 7
Memorial Day Monday, May 31 Monday, May 30 Monday, May 29
Juneteenth - - Monday, June 19
Independence Day Monday, July 5 (July 4 holiday observed) Monday, July 4 Tuesday, July 4
Labor Day Monday, September 6 Monday, September 5 Monday, September 4
Thanksgiving Day Thursday, November 25 Thursday, November 24 Thursday, November 23
Christmas Day Friday, December 24 (Christmas holiday observed) Monday, December 26 (Christmas holiday observed Monday, December 25

Holiday Closings

Our office is closed on U.S. holidays when the New York Stock Exchange is closed.

Initial consultations are free of charge. Please inquire for pricing on Employer Sponsored Financial Wellness programs.