MONTAGE WEALTH MANAGEMENT

Owner

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, wealth management services