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.
TOP FEATURES
• 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 2020 2021 2022
New Year’s Day Wednesday, January 1 Friday, January 1 -
Martin Luther King, Jr. Day Monday, January 20 Monday, January 18 Monday, January 17
Washington's Birthday Monday, February 17 Monday, February 15 Monday, February 21
Good Friday Friday, April 10 Friday, April 2 Friday, April 15
Memorial Day Monday, May 25 Monday, May 31 Monday, May 30
Independence Day Friday, July 3 (July 4 holiday observed) Monday, July 5 (July 4 holiday observed) Monday, July 4
Labor Day Monday, September 7 Monday, September 6 Monday, September 5
Thanksgiving Day Thursday, November 26 Thursday, November 25 Thursday, November 24
Christmas Friday, December 25 Friday, December 24 (Dec. 25 holiday observed) Monday, December 26 (Dec. 25 holiday observed
 

Holiday Closings

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

2020 Federal Open Market Committee (FOMC) Meetings

  • January 28-29
  • March 17-18* (cancelled)
  • April 28-29
  • June 9-10*
  • July 28-29
  • September 15-16*
  • November 4-5
  • December 15-16*

* Meetings associated with a Summary of Economic Projections and a press conference by the Chair.

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