Montage Wealth Management is a financial planning firm focused on helping individuals and families navigate major life transitions. Situations such as a job change, divorce, retirement, health challenges, or the loss of a loved one can reshape financial priorities. The firm supports clients in developing plans that reflect their current circumstances and future goals, with an emphasis on clear, informed decision-making.

Montage offers three ways to work together. MAP helps clients create a thoughtful financial plan they can implement independently. GUIDE adds support with putting the plan into action over three months. PARTNER provides ongoing, tailored advice through different stages of life. The firm describes its approach as collaborative and hands-on: advisors explain financial concepts in accessible language, stay involved in implementation, and work with clients’ existing legal and accounting professionals or specialists from their network.

Montage Wealth Management is based in Pittsford, New York. Securities are offered through J.W. Cole Financial, Inc., and advisory services through J.W. Cole Advisors, Inc.; these entities are unaffiliated with Montage.