CLIENT RELATIONS MANAGER
INVESTMENT ADVISOR REPRESENTATIVE
MIKE MONTEITH, CFP®
CERTIFIED FINANCIAL PLANNER™
JACK MONTEITH, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant
MEET THE TEAM
A CLIENT-CENTERED BUSINESS
It is our pleasure to welcome you. Our team has a combined 40+ years of experience providing tax and investment advice, financial planning, and ongoing guidance to our clients. After years of helping hundreds of folks protect and grow their wealth, we have discovered that it's not entirely complex. But rather, it requires a disciplined, low-cost, and simple approach. Our goal is for you to reach a point where your money is working for you, instead of you working for your money. We do this by removing the complexity out of investing and making it simple for everyone. We'd be grateful for the opportunity to connect, learn about you, and spend some time on how we guide our clients on a path to financial independence. Thanks again for stopping by.
Manage risk by building globally diversified* portfolios.
Passive approach: use index funds and exchange-traded funds (ETFs). Our core belief is that, over any reasonable period of time, active stock pickers have not been able to outperform the indexes.
Drive down the cost of investing as much as possible by utilizing no-load funds and low internal expense index funds and ETFs.
Incorporate tax planning in every decision.
*Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss. As with any investment strategy, there is the possibility of profitability as well as loss.
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.