Montage Financial Group, Inc.
Financial ServicesCalifornia, United States2-10 Employees
Montage Financial Group, Inc. is a financial services firm headquartered in San Juan Capistrano, California, with a small staff of 2 to 10 employees. The company specializes in risk-managed insurance investments called Life Settlements, involving a lump-sum cash settlement to a policyholder in exchange for ownership rights to the policy. It serves accredited and institutional investors seeking to add this alternative strategy to portfolios, and also directs policy owners to licensed representatives to assess eligibility and potential benefits when they need premium relief or a better fit. Founded in 2002, Montage describes itself as an experienced settlement provider and reports having facilitated several billion dollars in Life Settlement transactions. The firm maintains its website at montagegroup.com and has been recognized in industry listings, including Forbes Best-in-State Wealth Management Teams and Barron’s Top 100 Private Wealth Teams lists for 2023 and 2024.