Mont Wealth Employee Directory

Financial ServicesColorado, United States2-10 Employees

Mont Wealth is a financial services firm based in Colorado Springs, Colorado, offering wealth management and advisory services through Montes Group, Inc., with offices in Pueblo and Denver. The firm emphasizes a human-centered approach, providing leadership, information, and guidance drawn from more than three decades of combined experience to help clients navigate a changing financial landscape. Its independent, family‑owned boutique practice focuses on crafting investment and protection strategies that integrate with clients’ wealth and estate planning, collaborating with legal and tax advisers as needed to support preservation, growth, and distribution of assets. The organization positions itself as a local partner for individuals and businesses along the Colorado Front Range, guided by core values of trust, leadership, integrity, and empowerment, and maintains a direct, face-to-face engagement model. Securities and advisory services are offered through Cetera Advisors LLC, with the firm operating under a service mark of Montes Group, Inc., and the team is available to meet clients as often as necessary.

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