Montage Wealth Management was inspired and established in 2014 through the joint vision of Founding Partners Bob Bleier and Mark Colgan, while attending an industry conference at the Montage Resort in Laguna Beach, California.
As the conference wound down, Bob and Mark were discussing the final session of the day, comparing notes and key takeaways from the week. Amazingly, the conversation continued to focus on their entire Montage resort experience; from the incredible attention to detail to the “above and beyond” mentality shared by the entire resort. Their experience was so unique and memorable that it inspired the creation of both Montage Wealth Management and their client promise to “Do More of What You Love”.
The Montage Resort proved to be one of those special places where client engagement, transparency and genuine personal service was expected. Mark and Bob had no choice but to brand their new client-driven organization with these highest of standards: Montage.
They vividly remember those first conversations which motivated them to create a financial management firm that takes service to a different level. One where clients are inspired by the true care and concern they receive from their “the client comes first” organization. This vision and commitment also attracted other firm leaders giving strength to the Montage Wealth Management brand. The addition of new Partners Mary Mikel, Cheryl Taylor and Strategic Partner Lisa Capizzi, CPA exemplifies and strengthens the Montage Core Values of Heart, Integrity, Excellence and Respect.
Today we are proud to be a one-of-a-kind financial services firm that shares the same commitment and obsession for remarkable service that was delivered and experienced at the Montage Resort.