Industry: Social Services

Montage Wealth Management, while primarily known as a financial planning firm, offers key social service components through its commitment to holistic financial wellness. With a personalized approach tailored to families and individuals, the organization supports clients navigating life changes such as retirement, divorce, or financial hardship. Their services promote long-term stability and economic empowerment—key tenets of social support work. Montage emphasizes education through community outreach programs and financial literacy workshops, helping underserved populations make informed financial decisions. The firm takes a values-driven approach, often aligning financial strategies with clients’ life goals, which may include philanthropy or care for dependents. They advocate for equitable financial planning, recognizing how wealth impacts access to education, healthcare, and housing—core areas linked to social well-being. Additionally, Montage supports clients engaged in caregiving roles, offering planning tools that ease the burden of emotional and financial stress. Specializing in high-touch advisory relationships, the firm is committed to values-based planning that has a lasting social impact. Their professionals often collaborate with legal and eldercare networks to provide integrated support for life transitions.

Key Services:

– Holistic financial planning focused on life transitions
– Financial education and literacy programs
– Values-centered retirement and legacy planning
– Planning support for caregivers and dependents
– Socially responsible investment strategies
– Integrated coordination with eldercare and legal services