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.

Monteith Wealth Strategies is a registered investment adviser in the State of Montana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

MONTEITH WEALTH STRATEGIES

5 W Mendenhall Street
Suite 202
Bozeman, MT 59715

©2020 by Monteith Wealth Strategies.