Montgomery Wealth Management Email Format
Financial ServicesNew Jersey, United States2-10 Employees
Montgomery Wealth Management is a financial services firm based in Morristown, New Jersey. It was founded by former wirehouse veterans with the goal of helping independent advisors grow their practices through unbiased, thoughtful guidance. The firm offers a boutique, independent atmosphere supported by a customizable technology platform that blends objective wealth management with sophisticated investment solutions and end-to-end advisor support. Its approach emphasizes that advisors do not sell proprietary products, do not trade ahead of clients, and do not accept undisclosed remuneration, minimizing potential conflicts. Advisory services are provided through Montgomery Wealth Management LLC, a registered investment adviser, while securities are offered through M. S. Howells & Co., a registered broker-dealer; the two entities operate as unaffiliated firms. In 2019 the firm announced a partnership with M.S. Howells & Co. to offer securities, with custody arrangements through Fidelity Clearing & Custody Solutions and Charles Schwab.