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Montage Wealth Mgmt

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Financial ServicesFlag of USPittsford, New York, United States1-10 Employees

Key Contact at Montage Wealth Mgmt

Flag of US

Mark Colgan

President + Wealth Advisor

Company overview

Headquarters179 Sullys Trail, Suite 302, Pittsford, New York 14534, US
Phone number+15856625785
Websites
NAICS52
SIC736
Keywords
Risk Management, Financial Planning, Estate Planning, Investment Management, Legacy Planning
Founded2014
Employees1-10
Socials

About Montage Wealth Mgmt

We get it, life-altering moments happen. Whether it’s a job change, divorce, retirement, health issues, or the loss of a loved one, these are moments that can shake up your world and leave you feeling overwhelmed and unsure of what steps to take. Especially when it comes to reshuffling your financial strategies. Your new reality needs a financial plan that is well thought out, reflecting your current needs and future dreams. We specialize in providing comprehensive support in times like these. We’ve crafted a financial planning process that helps you establish new financial priorities and make well-informed decisions, so you’re ready to embrace the opportunities your future holds. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Montage Wealth Management, 179 Sully’s Trail, Suite 302, Pittsford, NY 14534. 585-485-6668. The Financial Advisors associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

Montage Wealth Mgmt has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Montage Wealth Mgmt has never raised funding before.

Montage Wealth Mgmt Tech Stack

Discover the technologies and tools that power Montage Wealth Mgmt's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Underscore.js

Underscore.js

JavaScript libraries

WPForms

WPForms

Form builders

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

RankMath SEO

RankMath SEO

SEO

Google Analytics

Google Analytics

Analytics

Adobe Fonts

Adobe Fonts

Font scripts

Frequently asked questions

Montage Wealth Mgmt is located in Pittsford, New York, US.
You can reach Montage Wealth Mgmt at +15856625785.
Montage Wealth Mgmt was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Montage Wealth Mgmt has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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