Why Montz Harcus Wealth Management

Montz Harcus Wealth Management is a comprehensive financial services firm providing financial planning and wealth management solutions to high net worth clients across the country. We proficiently serve our clients with our over 125 years of combined experience in financial management solutions.

Our Mission

At Montz Harcus Wealth Management our mission is to enhance the wealth of our clients through our comprehensive financial planning process and wealth management solutions, with the client’s personal needs as the key focal points of every plan.

Our Service Model

Montz Harcus is comprised of a certified team of advisers in the areas of financial planning, tax planning, insurance planning, investment planning and management, and retirement planning. As a team we are able to offer our clients a holistic financial planning experience that helps our clients achieve their short- and long-term financial goals.

When we engage a client, our approach is to address all areas of financial need so that an individual achieves a thorough understanding of their financial position, develops a clear vision of the necessary path moving forward, and has the peace of mind that their financial well-being is in trusted hands of our experienced team of advisers.

Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through Charles Schwab & Co, Inc. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.

Charles Schwab & Co, Inc. is one of the firms that we use to custody our client assets. Charles Schwab & Co, Inc., Montz Harcus Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab & Co, Inc. does not endorse or recommend any advisor and the use of the Charles Schwab & Co, Inc. logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co, Inc., member FINRA/SIPC.

MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.

Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. The information in this disclaimer has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.