Todd Montgomery Bio Image
Todd Luce Montgomery, AAMS®, APMA®, CEPA®, CRPC®, MSgt (Ret.) USAF Partner, STWP Wealth Advisor, RJFS

Work History:

SilverTree Wealth Partners & Raymond James
February 2022 – Present

Edward Jones
Oct 2010 – February 2022

Education: Bachelor of Science in Business Administration
University of Oregon

For the last 14-years, I have been helping individuals aged 50-yrs +, licensed professionals, & businesses make smarter decisions with their finances utilizing a comprehensive wealth management process that encapsulates 1) investment consulting, 2) advanced planning, & 3) relationship management of tenured seasoned professionals. With a deep understanding of the unique challenges & opportunities that come with wealth accumulation, preservation, & transfer, I am dedicated to helping my clients achieve their long-term financial goals & secure their financial future for generations to come.

My Approach:

I am a retired Master Sergeant from the United States Air Force with 2 decades of experience in training & leading enlisted personnel…and did so during austere times of war resulting in being awarded two USAF Meritorious Service Medals, three USAF Commendation Service Medals, & four USAF Achievement Medals.* And, I have learned that established & successful processes lead to success. As such, I take a holistic & personalized approach to wealth management, focusing on building strong, long-lasting relationships with my clients based on trust, transparency, & integrity. By taking the time to truly understand my clients' individual needs, values, & aspirations, I am able to tailor customized strategies that align with their specific goals & objectives. Regardless of the goal, I work closely with my clients every step of the way that includes timely communications to navigate complex financial decisions & optimize their financial outcomes.

Credentials & Experience:

With 14 years of experience in the financial services industry, I bring a wealth of knowledge & expertise to the table. I have earned & hold the following financial credentials:

  • Accredited Asset Management Specialist®
  • Certified Exit Planning Advisor®
  • Accredited Portiolio Management Advisor®
  • Certified Retirement Planning Counselor®

These designations signify that I am well-equipped to provide best-in-class financial advice & guidance. Additionally, I stay abreast of the latest industry trends, regulations, & investment strategies to ensure that my clients receive the highest level of service & support they deserve.

Areas of Expertise:

Investment Consulting: Developing tailored investment strategies designed to grow and preserve wealth while managing risk and volatility.

Tax Mitigation: Implementing tax-efficient strategies to minimize tax liabilities & maximize after- tax returns.

Wealth Protection: Implementing risk management strategies & insurance solutions to safeguard assets against unforeseen events or those who seek to take assets unjustly.

Wealth Transfer: Creating comprehensive estate plans & succession strategies to facilitate the smooth transfer of wealth to future generations.

Charitable Giving: Structuring philanthropic initiatives & charitable giving strategies to support causes that are meaningful to my clients and their families.

Business Exit Planning: Preparing business owners to extract wealth from their business & have a successful 3rd act in post-transition.

Let's Connect: If you are seeking personalized, strategic wealth management solutions tailored to your unique financial goals & objectives, I invite you to schedule a complimentary consultation. Together, we can create a Roadmap to Financial Clarity & build a legacy that lasts for generations to come.

WHAT ARE YOUR SPORTS ALLEGIANCES? In order: My alma matter – The Mighty University of Oregon Ducks, Dallas Cowboys, & the New York Yankees.

WHAT ARE YOUR OFF-DUTY PASSIONS? Spending time with my three sons, running, skiing, camping, & authentic BBQ!

WHAT BOOKS ARE YOU CURRENTLY READING? Curriculum for my Certified Private Wealth Advisor® desig- nation.