Let's Succeed Together
WHO WE ARE
We are independently owned, fee-only, investment advisors who serve our clients with a fiduciary duty. We combine our investment experience with our tax knowledge to help our clients meet their goals while navigating life's stages.
Monteith Wealth, LLC. is a registered investment adviser in the States of Montana, Oregon, and Washington. The De Minimis exemption allows Monteith Wealth, LLC. to work with five or fewer clients in most other States without registration; Texas and Louisiana are exceptions to The De Minimis exemption. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.