LPL Financial Holdings Inc. and Macquarie Management Holdings, Inc. announced the signing of an agreement to jointly acquire Waddell & Reed Financial, Inc. Because we are independent financial advisors, this means that very little if anything will change for our clients.  Click here to read the full announcement.

I named my company the Montane Group after the mountains that surround us here in the Pacific Northwest. I believe mountains are a perfect metaphor for what my professional goals were in starting this business. They are a part of the earth that reaches for the sky, but first and foremost, they are rock solid and enduring. I started this company to help people, first with the goal of helping them establish a solid, grounded financial foundation for security, and then helping them build upon that.

You’ll hear me say it over and over again, “to me, this is personal.” The name Montane is like a personal mission to help my clients move from financial uncertainty into financial security, and further beyond that, into financial empowerment. Your financial wellbeing and goals are my highest priority.

As always, I am here to talk through any concerns you might have.

Sincerely,

Steve

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.