What departments does Montage Wealth Mgmt have?

Montage Wealth Mgmt has employees across 1 departments including Finance.

What is the largest department at Montage Wealth Mgmt?

The largest department at Montage Wealth Mgmt is Finance with 1 employees.

Where are Montage Wealth Mgmt employees located globally?

Montage Wealth Mgmt has employees across 1 continents and 1 countries including United States Of America.

How has Montage Wealth Mgmt's team size changed over time?

Montage Wealth Mgmt's team has decreased from approximately 7 to 6 employees based on available data.

Montage Wealth Mgmt Employee Directory

Q: Who are Montage Wealth Mgmt's key employees and leadership?

Montage Wealth Mgmt's key employees include: Chb Chief Executive Officer President: R. R., President + Wealth Advisor: M. C..

Financial ServicesNew York, United States2-10 Employees

Montage Wealth Management is a financial services firm based in Pittsford, New York. It offers comprehensive financial planning and wealth-management support for individuals experiencing life-changing events—such as job changes, divorce, retirement, health issues, or the loss of a loved one—to realign their finances with current needs and future goals. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided through J.W. Cole Advisors, Inc.; Montage Wealth Management operates as an unaffiliated entity with these firms. Within the financial services sector, Montage emphasizes planning-focused guidance for clients navigating major life changes. Regulatory notes indicate that its financial advisors discuss or transact only with residents of states where they are properly registered or licensed. Notable developments include the 2020 introduction of Ahead of the Curve, a financial-planning program, and the 2017 launch of four new model portfolios to complement its existing lineup.

Montage Wealth Mgmt Global Highlights

North America
15

United States Of America
15

Montage Wealth Mgmt's Leadership

M. C.
President + Wealth Advisor
Mobile Phone
Email
R. R.
Chb Chief Executive Officer President
Mobile Phone
Email
K. S.
Former Executive Vice President
Mobile Phone
Email
M. G.
Relationship Manager Retirement Consulting Investment Platform
Mobile Phone
Email
T. P.
Client Service Team Leader
Mobile Phone
Email
T. M.
Independent Private Wealth Advisor
Mobile Phone
Email
J. D. C.
Wealth Advisor
Mobile Phone
Email
B. W.
Associate Wealth Advisor
Mobile Phone
Email

Montage Wealth Mgmt Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Montage Wealth Mgmt

Name

Title

Contact Info

Location

Last Update

M. C.
President + Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Jun 08, 2026
R. R.
Chb Chief Executive Officer President
Mobile Phone
Email
Oct 23, 2024
K. S.
Former Executive Vice President
Mobile Phone
Email
Oct 22, 2024
M. G.
Relationship Manager Retirement Consulting Investment Platform
Mobile Phone
Email
Oct 23, 2024
T. P.
Client Service Team Leader
Mobile Phone
Email
Oct 17, 2024
T. M.
Independent Private Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Apr 14, 2026
J. D. C.
Wealth Advisor
Mobile Phone
Email
United StatesNew York
Jun 24, 2026
B. W.
Associate Wealth Advisor
Mobile Phone
Email
United StatesNew York
Jun 19, 2026
C. L.
Private Wealth Advisor, Qualified Plans Specialist, Aif
Mobile Phone
Email
United StatesNew York
Apr 26, 2025
J. P.
Client Service Associate
Mobile Phone
Email
United StatesNew York
Feb 28, 2024

Frequently Asked Questions

What is Montage Wealth Mgmt known for?

Montage Wealth Mgmt was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 179 Sullys Trail Suite 302 Pittsford, New York 14534 United States; you can contact the main corporate office by phone at

+1-585-419-****

. Explore Montage Wealth Mgmt's company overview page for more information.

What is Montage Wealth Mgmt's most common email format?

Montage Wealth Mgmt employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montage Wealth Mgmt email formats with LeadIQ.

How many employees does Montage Wealth Mgmt have currently?

Montage Wealth Mgmt has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Montage Wealth Mgmt's key employees and leadership?

As of April 2026, Montage Wealth Mgmt's key employees include:

President + Wealth Advisor: M. C.
Chb Chief Executive Officer President: R. R.
Former Executive Vice President: K. S.
Relationship Manager Retirement Consulting Investment Platform: M. G.
Client Service Team Leader: T. P.

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Montage Wealth Mgmt Employee Directory

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