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Curtis P
Series 65
Pagosa Springs, CO
Montgomery Wealth Management, LLC
Curtis Pouyer is the sole advisor at Montgomery Wealth Management, LLC in Pagosa Springs, CO, holding a Series 65 designation with 14 years of industry experience. He has operated as a sole proprietor since 2008 and founded Montgomery Wealth Management in 2014. Montgomery Wealth Management provides discretionary investment management and written financial planning to individuals and small businesses, managing approximately $22 million in discretionary assets. The firm employs a fundamental analysis approach to tailor model strategies based on client goals and risk tolerance, offering services through accounts held at a national custodian with optional asset management and modular or full financial planning.
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