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Our firm exists to serve your wealth management needs; to afford you confidence in a successful financial present and future.
Our boutique financial practice is family owned and operated to create a variety of independent investment and protection strategies for your wealth and estate planning. We have been coaching individuals and businesses in the Colorado Front Range area since 2005 and we are backed by top strategic partners and analysts. According to your needs, we interact with your legal and tax advisers to optimize the preservation, growth and distribution of your wealth. Our team works for you, leveraging extensive personal and professional experience in the financial industry from multiple perspectives, and meets with you as often as needed.
Our core values are: Trust, Leadership, Integrity, and Empowerment. Mont Wealth℠ is the service mark for Montes Group, Inc., a Colorado Springs based independently and closely held company providing financial and advisory services.