Family Focused Wealth Management
The Montanez Group understands the importance of intergenerational planning to preserve and grow wealth. With more than 60 years of global investment success, we remain dedicated to personalized service. Our curated, family-focused strategies help identify and manage assets for the next stage in the lives of your family members.
From saving for children’s schooling or college, to securing a first home, to retirement planning and enjoying the golden years, and to ultimately preparing your legacy, our team offers comprehensive counsel to ensure each milestone happens properly.
Focusing on international finance, our Washington DC-based multi-lingual, multi-cultural team recognizes how global events and regulations impact markets. This enriches our customized investment approach for the varied locations and life stages of family members – particularly when individuals or couples span countries and continents. Let us take care of you, so you can take care of each other.
We also serve mission driven organizations, enabling your group to align your investments with your organization’s vision. We offer financial coaching, financial literacy, and investment education to help your family, or your organization, reach the next level of wealth.
Capabilities:
- Investment Consulting
- Financial Planning
- Returning Tax-efficient Strategies
- Trust and Estate Planning
- Insurance
- Annuities
- Cash Management
Meet Our Team:
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