Montage Wealth Mgmt
Company Management

Montage Wealth Mgmt

Financial Services 179 Sullys Trail 7 employees ABOVE
Employees
7
Contacts
3
Emails
3
Phones
1

Montage Wealth Mgmt Overview

Headquarters
179 Sullys Trail
Website
montagewm.com
Industry
Financial Services
Employees
7
Founded
2014
Stock Symbol
ABOVE
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Montage Wealth Mgmt

We get it, life-altering moments happen. Whether it’s a job change, divorce, retirement, health issues, or the loss of a loved one, these are moments that can shake up your world and leave you feeling overwhelmed and unsure of what steps to take. Especially when it comes to reshuffling your financial strategies. Your new reality needs a financial plan that is well thought out, reflecting your current needs and future dreams. We specialize in providing comprehensive support in times like these. We’ve crafted a financial planning process that helps you establish new financial priorities and make well-informed decisions, so you’re ready to embrace the opportunities your future holds. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Montage Wealth Management, 179 Sully’s Trail, Suite 302, Pittsford, NY 14534. 585-485-6668. The Financial Advisors associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Montage Wealth Mgmt Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Montage Wealth Mgmt Org Chart

Sample employees and titles
Name Title Contact
Jackie Dohse Cfp®, Ea We Have a Distinct Ability to Guide
Email
Mark Colgan, Cfp® We Have a Distinct Ability to Guide
Email Phone
T.j. Muscato Independent Private Wealth Advisor
Email
Emily Riley We Have a Distinct Ability to Guide
View

Employees by Management Level

Individual contributor 5 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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