Is your financial future on track? Find out with Right Capital, Montoya Wealth's financial planning software partner.

Montoya Wealth offers more than just investment management. In partnership with Right Capital, we also offer robust financial planning guided by cutting edge software. Find out if you’re on track for retirement. Buying a house, saving for college? Let Montoya Wealth help you get there. We offer retirement planning, college planning, social security optimization, tax planning and more. Watch the video below for more information.

 

Fiduciary Rule in Limbo

Fiduciary Rule in Limbo

We feel so strongly about the importance of operating as a fiduciary, in fact, that when we organized our business, we did so as a fee-only registered investment advisor, a business type required by law to practice as a fiduciary. We are also avid followers of legal news about financial fiduciaries.Of late, there’s been plenty to follow.