Luke Stuart, CFP®
Private Wealth Advisor
Luke Stuart is a *CERTIFIED FINANCIAL PLANNER™ and provides comprehensive wealth management solutions for professionals, families and business owners including:
- Retirement Income Planning
- Investment Management
- Estate Planning & Wealth Transfer Strategies
- Life/Disability/Long-term Care Insurance
- Business Succession Planning & Employee Benefits
Luke joined Montage Wealth Management in November 2020 with the shared belief that his purpose is to help clients "Do more of what you love." He began his career in financial services in 1996 working in mutual fund operations for State Street Bank in Boston, Massachusetts. Luke transitioned to financial planning in 2006 for the opportunity to have a personal connection with clients and help them navigate the complex financial decisions involved to create a secure retirement, provide a quality education for their children & grandchildren, and enjoy the financial freedom to pursue personal goals while leaving a lasting legacy.
Luke has worked for Waddell & Reed and Centra Financial Group in Rochester. He received the CERTIFIED FINANCIAL PLANNER™ professional designation in 2015 and is a member of the Financial Planning Association of Greater Rochester and the Estate Planning Council of Rochester.
Luke is a graduate of Boston College in Chestnut Hill, Massachusetts where he majored in Finance and he has completed graduate coursework in Economics at Babson College in Wellesley, Massachusetts.
Luke enjoys being involved in the Rochester community and has served on the Rotary Club of Pittsford Board of Directors where he has been a member since 2009. His great joy in life is following his two daughters on the lacrosse field and basketball court and a 6 a.m. pick-up basketball game is his favorite way to unwind.
Luke and his family live in Fairport, New York.