Montgomery Wealth Management

Montgomery Wealth Management was founded by former wirehouse veterans. We are driven by a single common purpose: empower independent advisors to grow their business more effectively and efficiently while delivering thoughtful, unbiased advice. Our branch offers a boutique atmosphere enhanced with all the benefits of being independent. Catering to experienced advisors whose success has propelled them to the top ranks of their firms – only to be confronted by a “one-size-fits-all” mentality. We offer an innovative, fully customizable technology platform that blends independent objective wealth management, sophisticated investment solutions, as well as end-to-end advisor support. Montgomery Wealth’s advisors do not sell or offer proprietary products. We do not trade ahead of our clients and we do not accept any undisclosed remuneration for selling investment products. These philosophies minimize potential conflicts. Montgomery Wealth Management helps successful wirehouse financial advisors become prominent independent wealth advisors and build their legacy.__ Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.[and/or IRIA] Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Montgomery Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Svcs