Why Montz Harcus

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 over 125 years of combined experience in financial management solutions.

At Montz Harcus, we offer objective financial advice tailored to each client’s personal needs. Whether developing a comprehensive financial plan or creating and managing a diversified portfolio, our extensive experience provides clients with trusted services that will allow for peace of mind knowing that their financial planning needs are being handled with the utmost care.

Our Mission

We exist to enhance the wealth of our clients through our comprehensive financial planning process and wealth management solutions.

OUR SERVICES

We pride ourselves on the ability to guide clients in a vast array of financial topics. See below for more information on the major topic areas we serve.

Comprehensive Financial Planning

Comprehensive Financial Planning

At Montz Harcus Wealth Management comprehensive financial plannin...

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Investment Management

Investment Management

Our investment management philosophy begins with the careful cons...

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Retirement planning

Retirement planning

Planning for retirement is one of the most important financial co...

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Insurance Planning

Insurance Planning

As independent insurance agents we pride ourselves on being produ...

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Tax planning

Tax planning

Minimizing one’s tax liability is among the most important and ...

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Estate planning

Estate planning

An estate plan can help you transfer your wealth in accordance wi...

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      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.