Do you know how much risk is appropriate to take when you are investing?

Find out with Montoya Wealth Management. We use Riskalyze, cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Together we can take the guesswork out of your financial future.

What this tool can do for you:

We capture your risk number

The first step is to answer a questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Once we know your risk tolerance, we align your portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

The result?

Comfortable investing, no matter what the market is doing. Watch the video below to learn more about how Riskalyze helps us create your ideal portfolio.

Questions? 

Feel free to reach out with your questions. We're here to help!