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Montoya Wealth Management
Independent, fee-only wealth management in Prescott, AZ
Book a MeetingClient Portal
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As anticipated, interest rates rise
Brandon MontoyaDecember 19, 2016
Could a charitable IRA rollover be right for you?
Brandon MontoyaDecember 12, 2016
Financial tips for a bright and successful 2017
Erica RybergDecember 5, 2016
End-of-the-Year Money Moves
Brandon MontoyaNovember 28, 2016
The Intriguing Post-Election Rally
Brandon MontoyaNovember 20, 2016
Should You Care What the Market Does Each Day?
Brandon MontoyaNovember 13, 2016
Plan to spend: Designing a drawdown strategy that works for you
Brandon MontoyaNovember 7, 2016
Will your heirs receive a fair share of your wealth?
Brandon MontoyaOctober 31, 2016
Mind Over Money
Brandon MontoyaOctober 23, 2016
Social Security: Myths vs. Facts
Social Security: Myths vs. Facts

Some myths & misperceptions keep circulating about Social Security. These are worth dispelling, as more and more baby boomers are becoming eligible for their retirement benefits.

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Investment PlanningBrandon MontoyaOctober 17, 2016
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We are proud to partner with Charles Schwab as the custodian for clients assets.

 
 
 
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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
 
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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.

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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.