A complete list of active advisors currently associated with Monteith Wealth
Warmer can help you find a great advisor at Monteith Wealth or one who fits your needs even better.
Monteith Wealth serves individual and high‑net‑worth clients, providing discretionary portfolio management and incidental financial planning tailored to each client's goals, time horizon, and risk tolerance. The firm documents client objectives in an Investment Policy Statement, conducts quarterly account reviews, and applies a household minimum for new accounts. The firm's investment approach uses modern portfolio theory and a long‑term trading horizon, with portfolios built primarily from ETFs, index funds, mutual funds, equities, fixed income and, when appropriate, annuities. Monteith Wealth employs model allocations and discretionary trading authority, requires custody at Schwab Institutional, and generally provides financial planning as part of its ongoing advisory relationship rather than as a separate comprehensive written plan. What is distinctive about Monteith Wealth is its affiliation with tax preparation, tax planning, and related accounting services offered under the same business name, a structure the firm discloses and for which it identifies potential conflicts of interest while allowing clients to obtain those services elsewhere. The firm also notes it does not accept performance‑based fees or participate in wrap programs and maintains written policies intended to allocate investment opportunities and address personal trading and soft‑dollar arrangements.
To learn more about the advisors currently working at Monteith Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bozeman, MT
| 33
| |
Bozeman, MT
| 8
|
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