Montoya Wealth Management

Located in the charming city of Prescott, Arizona, Montoya Wealth Management stands as an independent, fiduciary, fee-only financial firm. With a dedication to managing investments and providing comprehensive financial services, the firm takes a holistic approach to its clients' financial well-being. Beyond investment management, their expertise extends to financial planning, tax preparation, and estate planning coordination, ensuring a well-rounded support system for every client.

In the heart of Prescott, AZ, Montoya Wealth Management shines as a trusted financial partner. Specializing in independent, fiduciary services and operating on a fee-only basis, the firm prioritizes the overall financial health of each client. Through personalized investment management and a suite of financial services, including financial planning, tax preparation, and estate planning coordination, Montoya Wealth Management offers a tailored approach to financial success in a picturesque Arizona setting.

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