Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
- Are you nervous about market volatility?
- Do you wonder if you are truly prepared for retirement?
- Do you have specific questions about your financial plan?
- Would you like a second opinion on your investments or retirement plan?
We offer a no-cost introductory phone call and in-person or zoom “discovery meeting.” These two sessions allow you to ask any specific questions you may have and for us to learn more about your goals and see how we may be able to help.
How to Prepare for Our Call
It would be helpful to collect your financial questions so we can review them together. Additionally, jot down some notes pertaining to your financial goals. Then use the link below to schedule your call online now!
Get Started Now
Schedule your free 30-minute introductory phone call today to:
- Plan to maximize your financial future.
- Get answers to your specific questions.
- Get personalized recommendations for your unique situation.
You may also call (585) 419-2270 or email firstname.lastname@example.org.
Mark Colgan is a Founding Partner and Private Wealth Advisor at Montage Wealth Management with over 27 years of experience. Mark is passionate about providing proactive, comprehensive financial services to corporate executives and busy retirees so they can do more of what they love.
Through his proprietary Ahead of the Curve℠ planning process, Mark helps his clients prepare for change, both expected and unexpected, wanted and unwanted, so they can take advantage of the opportunities change brings and secure their future. Mark also specializes in helping people handle the logistics of a loved one’s death and is the author of Details After Death.
When he’s not working, you can often find Mark mountain climbing and working towards his goal of climbing all 46 of the high peaks in the Adirondacks. Mark lives in Honeoye Falls, NY, with his wife, Kathy, and their beautiful children, Christopher and Emily. To learn more about Mark, connect with him on LinkedIn.