Lindhorst Montague Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The Lindhorst Montague Group places the investor at the center of the wealth management process—while maintaining a market focus. We enjoy helping clients through difficult financial transitions and decisions that occur in their lives. We start with a conversation, building a foundation that helps us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, disciplined financial strategies can be customized, drawing upon the investment insights of Merrill and with access to the banking convenience of Bank of America.
As your life and the markets change, we will meet to track and adjust strategy, as needed. The range of our services provided include:
• Retirement Plans
• Trusts & Estates
• Credit & Lending
• Cash Management
• Insurance Strategies
• Education Funding
ChFC®, CRPC™
CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
