MONTEITH WEALTH STRATEGIES

5 W Mendenhall Street
Suite 202
Bozeman, MT 59715

©2018 by Monteith Wealth Strategies.

MEET THE ADVISORS

JACK MONTEITH, CFP®, CPA

MIKE MONTEITH, CFP®

CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant

CERTIFIED FINANCIAL PLANNER™

A CLIENT-CENTERED BUSINESS

Hello, my name is Jack Monteith and I’m the senior partner at Monteith Wealth Strategies. I am a CPA and a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience in guiding clients towards a financially secure future. In 2016 I sold my interest in a large, financial firm in the Northwest that I co-founded. Mike and I started our new firm in 2017 with the goal of providing existing and new clients with the best, unbiased investment and financial consulting advice possible. We are a fee-only advisory practice; meaning we don’t receive commissions or any other compensation.  Send us an email or give us a call and we're happy to see how we may help.

INVESTMENT STRATEGY

  • Manage risk by building globally diversified, passive portfolios.

  • Passive meaning index funds and exchange-traded funds (ETFs). Our core belief is that, over any reasonable period of time, active stock pickers have not been able to outperform the indexes.

  • Drive down the cost of investing as much as possible by utilizing no-load funds and low internal expense index funds and ETFs.