Below we offer informational quizzes that are intended to be both educational and helpful. Please enjoy! Just remember, they are no substitute for personalized investment advice. If you seek detailed investment advice that pertains to your exact situation, please consider giving us a call or sending us an email so we can get to know you and give more detailed, personal advice.
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.