A complete list of active advisors currently associated with Montz Harcus Wealth Management
Warmer can help you find a great advisor at Montz Harcus Wealth Management or one who fits your needs even better.
Montz Harcus Wealth Management is a team-based registered investment adviser with five advisors and approximately $876 million in assets under management that serves individuals (including high-net-worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and facilitates access to private alternative investment managers. The firm develops tailored investment policy statements and applies a blend of analytical methods — including fundamental, quantitative, cyclical, technical analysis and modern portfolio theory — with a generally long‑term trading orientation and the use of model allocations. MHWM often obtains discretionary authority to implement portfolios, conducts at least quarterly account reviews, and may engage third‑party managers for separately managed accounts and private alternative strategies. Distinctive features include multiple principals who also act as credentialed accountants, registered representatives of a broker‑dealer, and licensed insurance agents, roles the firm discloses and documents because they can create conflicts of interest when commissionable products are recommended. The firm also offers no‑cost educational seminars targeted at young professionals and routinely coordinates with outside tax and legal specialists when client situations warrant additional expertise.
To learn more about the advisors currently working at Montz Harcus Wealth Management, 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 |
|---|---|---|
Daphne, AL
| 11
| |
New Orleans, LA
| 9
| |
New Orleans, LA
| 5
| |
New Orleans, LA
| 11
| |
New Orleans, LA
| 26
| |
New Orleans, LA
| 38
|
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