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Montage Wealth Management

Team Colgan

Our specialized services benefit corporate executives and busy retirees.

Our clients benefit from the comfort knowing that somebody they trust, and respect is watching out for their financial future, so they have more confidence and time to do more of what they love.

 

Mark Colgan, CFP®

Founding Partner
Private Wealth Advisor

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Luke Stuart, CFP®

Private Wealth Advisor

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Lauren Purvee

Practice Manager

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Jessica Pacitto

Client Service Associate

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This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Privacy Policy. Copyright © 2021