It's been one amazing year since we launched Montoya Wealth. When we decided to go independent, we couldn't have imagined how satisfying it would be to operate as an independent investment advisor after years spent advising in bank channels. Our fee-only model makes it clear where our priorities rest (with our clients) and I especially love having the flexibility to construct and implement tailor-made portfolios and serve each of our clients' specific needs through holistic financial planning.
It's been a great first year as an independent advisor and I am looking forward to many more to come. I want to say thank you to all our clients, partners, friends and cheerleaders who've made this amazing dream a reality. I am lucky I get to do a job that I love, for clients whom I care deeply about. It truly is a good life.
- Brandon Montoya