It all started back in 2014 when we were attending a business conference at The Montage Resort in Laguna Beach. One night after the last session of the day, we were hanging out and comparing notes about our takeaways from the conference, and we realized our biggest takeaway wasn’t from the conference at all. It was from The Montage.
We have been privileged to spend time at some really great five-star resorts, but we both agreed that nothing came close to the experience we were having at The Montage. Their service was truly on a level that neither of us had ever experienced before. It’s honestly hard to articulate what it’s like there, but the best way to describe it is that the staff treated each guest like they were family, and were very creative about finding ways to go the extra mile and make our day special.
One example was on the second evening there, Mark went out for dinner at one of the resort’s restaurants with his wife, Kathy, and their kids. During dinner, Mark’s daughter, Emily, was talking about how she had lost her tooth that day and was hopeful the tooth fairy would come. Her older brother, Christopher, scoffed and said the tooth fairy didn’t travel to hotels.
Apparently, a Montage staff member overheard the conversation, and when they returned to the room after dinner, they found a fancy bottle of fairy dust along with a personalized note to Emily from the tooth fairy written in fancy calligraphy. Needless to say, they were all shocked by the whole thing. The kids, because the tooth fairy was clearly real and had, if fact, come to the resort. The adults because they had never experienced such special treatment or attention anywhere else in their lives.
That was just one example, but our time there was filled with the most attentive, caring, above-and-beyond service you could imagine. When we met that night, we talked about how amazing it would be to create a financial management firm that takes service to such a high level that people are literally in awe of how cared about they feel. As the conversation went on that night and beyond, Montage Wealth Management was born. Today we are proud to be a one-of-a-kind financial services firm that shares the same obsession for remarkable service that we experienced at the Montage Resort.