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Montoya Wealth offers client-centered financial advice that lets you focus on living your best retirement.

 

We offer fee-only, fiduciary investment advice and holistic financial planning aimed at ensuring peace of mind as you head into your retirement years. As an independent investment advisor, our business is understanding our clients and their priorities in order to offer them peace of mind through tailored financial advice and solutions.

We use Riskalyze, a cutting edge technology that identifies your acceptable levels of risk and reward to ensure that your portfolio defines your investment goals and expectations. Together we can take the guesswork out of your financial future.

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Is your advisor a fiduciary? We sure as heck are.

As a fiduciary financial advisor, Montoya Wealth is committed to always acting in your best interest.