10705 Silverdale Way Northwest
10705 Silverdale Way Northwest Suite 203Silverdale, WA 98383
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.
Our office is all about relationships. And we'd love to meet you!
COVID-19 & Your Money
Our first priority is helping you take care of yourself and your family. Today, that is more important than ever.
Stay informed! Know what's what by checking out our financial news page.
Spreading the Word
Do you know someone else who could use our help? Send them our way!
Financial advising is all about relationships. Previous to becoming an LPL Financial advisor, I had worked as an entrepreneur, educator, and professional accountant in a variety of business sectors. Over the years, I saw too many family and friends hurt by the financial investment industry. By firms who were prioritizing bottom lines over individuals and their families. I began talking to more and more friends, colleagues, and community members. The more I talked, the more I felt called to apply my knowledge of business in the service of others. After discussing it with my wife and then teenage daughters, I took the plunge. And here we are! Today, my team and I combine sound, data-driven strategies with the trust, care, and respect we have for each of our clients. At the end of the day, it's all about relationships. My role as your advisor is to listen, educate, and serve so that you leave every trade meeting feeling heard, informed, and empowered. At the Montane Group, we work diligently to incorporate our clients into every part of the investment process. I would love to hear about your financial goals and talk about how we can get you there. So let's connect!
A note on LPL Financial: In the world of financial investment, advisors often work with broker-dealers. LPL Financial is our broker-dealer. Through them, Steve and the Montane Group have access to larger financial operations while still giving hands-on management to our clients' accounts.
Investment Challenges of the Affluent Investor
Social Security: The Elephant in the Room
Potential Income from an IRA
Filing Final Tax Returns for the Deceased
Exit Strategies of the Rich and Famous