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.
WHY PEOPLE CHOOSE US
NO-COST INITIAL CONSULTATION
Whether you are retired or in the process of accumulating assets for retirement, or other future goals we encourage you to contact us. And, if you’d just like a second opinion on your existing investments we can provide that too. There will be no cost and no pressure. Our goal is to add value, whether you join us or not.
With combined federal and state income tax rates approaching a staggering level, how can you make smart investment choices without a strong background in income tax law? As a CPA, Jack Monteith has kept up-to-date with income tax law over the last 30 years and utilizes this knowledge in conjunction with our investing and financial consulting services.
GOALS-BASED INVESTMENT MANAGEMENT
We are a goals-based investment firm. No two clients have the exact same goals, whether that be protecting what they already have accumulated, or the desire to aggressively build a large investment portfolio. And, of course clients may fall somewhere in between those two desires.
Our job is to work with you to help you determine what your financial goals are and then build an investment plan to achieve your unique goals.
Monteith Wealth, LLC. is a registered investment adviser in the States of Alaska, 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.