Montoya Wealth Management
212 S. Montezuma Suite 9
Prescott, AZ 86303
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- LIVING WELL IN RETIREMENT
Hours of OperationBy Appointment
Montoya Wealth Management: An independent, fee-only registered investment advisor.
After half a decade in financial services, Brandon Montoya founded Montoya Wealth Management with the aim to provide investment peace of mind and excellence in service for each of his clients. It’s an independent investment firm based here in Prescott, Arizona that adheres to the fiduciary standard of always putting its clients first. Read on to find out how we do that.
We serve you and only you.
Being independent and earning no commission fees on any investment products allows us to eliminate conflicts of interest. We adhere to the fiduciary standard, elevating your needs and interests above our own throughout the planning and investing process.
We customize investments just for you.
Rather than place all of our clients into one of a few cookie-cutter strategies, we work closely with you to evaluate your financial and lifestyle picture and then, in collaboration with you, choose investments and managed products that fit not only your time-horizon and income/growth needs, but your lifestyle as a whole. We use a variety of investments including active management, value investing, and satellite investing to protect and grow your principle. Because of our fee only model we are working to ensure that the peace of mind we provide exceeds our fee.
We invest your money without reinventing the wheel.
At the heart of what we do is understanding each of our clients from a unique and personalized perspective. We get to know every client’s risk tolerance, time horizon, and their specific value as it relates to legacy planning. Once we’ve gathered this information we partner you with world class asset management and because we maintain a fiduciary standard with all of our clients we hold these mangers accountable to ensure that they are meeting your specific investment objective.
Once we invest your money, we continuously monitor our managers’ efforts according to macroeconomic movements to ensure those efforts support We keep our eyes on the macroeconomic climate, as well as on the performance of individual managers in your portfolio so you don’t have to.
We help you plan your financial future and then we help you achieve it.
We work closely with our clients to establish, implement and maintain a financial plan that is suited to your financial needs. Living in retirement can mean changing needs and changing priorities and we make sure we stay on top of those changes and adjust our financial planning accordingly. We also make sure that we coordinate closely with the other professionals that you are using whether they are accountants, trust attorneys, or bankers to ensure that you achieve a holistic financial plan.
We make sure we’re there for you when you need us.
We strive to be available to you when you need us, day or night. Our service level promise is that if you call before the close of market we will call you the same day. If you call after market close you will hear from us the next business day.