About Us | Montoya Wealth Management

HOME ARTICLES CONTACT

Book a Meeting Client Portal

Comprehensive Wealth Management Getting Started Assessment Tool

Comprehensive Financial Planning Retirement Planning Tax Planning & Prep

About our Firm Fees Our Fiduciary Committment

HOME INVESTMENT MANAGEMENT Comprehensive Wealth Management Getting Started Assessment Tool FINANCIAL PLANNING Comprehensive Financial Planning Retirement Planning Tax Planning & Prep ABOUT About our Firm Fees Our Fiduciary Committment ARTICLES CONTACT

Independent, fee-only wealth management in Prescott, AZ

Book a Meeting Client Portal

We are proud to partner with Charles Schwab as the custodian for clients assets.

Montoya Wealth Management

2069 Willow Creek Road,

Prescott, AZ, 86301,

United States

928-460-0972 brandon.montoya@montoyawealth.com

Hours

Mon Open

Tue Open

Wed Open

Thu Open

Fri Open

Our ADV Privacy Policy Code of Ethics Disclosure Redeem a Gift Card Contact Us

OUR TEAM:

Brandon Montoya, EA, APMA®, Portfolio Manager
928-460-0972
brandon.montoya@montoyawealth.com

Erica Ryberg, CFP®, Financial Planner
928-308-7650
erica@montoyawealth.com

Amanda Hiler, Business Manager
623-687-0433
amanda@montoyawealth.com

VISIT MONTOYA WEALTH MANAGEMENT:

2069 Willow Creek Road, Prescott, AZ 86301

Montoya Wealth is a Fee-Only
Registered Investment Advisor.

Nature photography by Matt Turner. Portraits by Carrie Magnuson.

Investment advisory services are offered through Montoya Wealth Management Group, LLC, a registered investment adviser offering advisory services in the State of Arizona and other jurisdictions where registered or exempted.