Mike Monteith is a CFP® professional with nine years of experience in financial advising. He is principal at Monteith Wealth, where he has worked since 2017, following prior roles at Advisory Services Network, LLC, and Empirical Wealth Management. Monteith Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and incidental financial planning tailored to client goals, time horizons, and risk tolerances. The firm employs a modern portfolio theory-based investment approach with a long-term horizon, utilizing ETFs, index funds, mutual funds, equities, fixed income, and annuities where appropriate.

Jack Monteith is a CFP® with 33 years of industry experience and is a principal at Monteith Wealth in Bozeman, MT, where he has worked since 2017. Prior to this, he was with Empirical Wealth Management for 26 years and has operated a tax preparation and consultation business under Jack Monteith, CPA. He spends a small portion of his time providing tax advice and planning to his existing clients. Monteith Wealth serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning, with an investment approach based on modern portfolio theory and long-term trading primarily using ETFs and index funds. The firm also offers tax-related and accounting services through a licensed CPA, a feature that distinguishes it from many similar advisory firms.