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Montgomery Wealth Management Employee Directory

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.

Find Montgomery Wealth Management employees' phone numbers or email addresses

Montgomery Wealth Management Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Montgomery Wealth Management's Leadership

  • Stylized image of a person
    J. W.
    Owner Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. F.
    Relationship Manager
    Phone icon
    Mobile Phone

Montgomery Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Montgomery Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    Owner Advisor
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. F.
    Relationship Manager
    Phone icon
    Mobile Phone
    Feb 16, 2026

Frequently Asked Questions

What is Montgomery Wealth Management known for?

Minus sign iconPlus sign iconMontgomery Wealth Management was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 360 mt Kemble Avenue 3rd Floor Morristown, New Jersey 07960 United States. Explore Montgomery Wealth Management's company overview page for more information.

What is Montgomery Wealth Management's most common email format?

Minus sign iconPlus sign iconMontgomery Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montgomery Wealth Management email formats with LeadIQ.

How many employees does Montgomery Wealth Management have currently?

Minus sign iconPlus sign iconMontgomery Wealth Management has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Montgomery Wealth Management's key employees and leadership?

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As of February 2026, Montgomery Wealth Management's key employees include:

  • Owner Advisor: J. W.
  • Relationship Manager: S. F.

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