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Personalized Financial Solutions

 from Montgomery Wealth Management

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Growth, Income & Protection Are Your Money's Best Friends

Let us introduce your money to some very good friends. Simply put, growth, income and protection are the three key areas that will help you have a successful saving and investing future.

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Risk Management

Are Your Money & Future Protected?  We can show you safe money solutions that protect you from market loss.  We also have risk-managed market solutions that may reduce volatility if you want to be in the market.

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Your Retirement

Planning For, Entering & Living in Retirement.  Accumulating money is only half the picture.  The other half is "decumulating" or creating sustainable retirement income. It is more challenging and we can show you how to do it.

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People and Our Approach

Our goal is to get to know and understand you and your goals in planning for your financial future.  We put our clients first, no exceptions.  Trust, Honesty, Integrity.  We believe values matter, and we live by ours every day.  

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It’s Not About Product, It's About You

For over 60 years Montgomery has made it about our customers.  All firms have products to offer but don't approach their customers the same way.  Our approach is friendly, simple, and all about you. We feel if we take good care of you, everything else will take care of itself.


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Financial Success by Taking Ownership

One of the main reasons people are not successful in their financial situation is that they fail to take ownership of it.  When people don’t take action because they find it hard to make a decision, they are in fact making one, and in most cases that decision is not a good one.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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