Montage Wealth Mgmt Employee Directory

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.

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