The Montane Group

Steven Bentley

Financial Advisor

360-613-7033

10705 Silverdale Way Northwest Suite 203
Silverdale, WA 98383

sbentley@wradvisors.com

Contact Us Meet the Team

Welcome to the Montane Group!

We believe that everyone deserves financial empowerment. Whatever your goals may be, we are here to listen, educate, and serve.

Meet the Team

Charitable Giving

Giving back to our communities is a crucial part of investment. Click below to browse organizations locally, nationally, and globally who are doing important work to make our world a better place.

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Our Community

Our office is all about the relationships we are building. Check out our community page below!

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COVID-19 & Your Money

Our first priority is helping you take care of yourself and your family. Today, that is more important than ever.

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Helping Your Community

Do you know someone else who could use our help? Send them our way!

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COVID-19 Announcement

As Washington State enters PHASE 2, our office is open to in-house meetings by appointment. In accordance with Governor Inslee's mandate, all employees and guests are required to follow safety protocol (click here for more info). We will also continue to hold meetings by phone and via Webex. As always, the well-being of you and your family is our number one priority. If you have any questions or concerns, please give us a call at 360-613-7033.

More COVID-19 Resources

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Questions or want to schedule an appointment? Let's connect

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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