Will Montague

  • CFP®

Focus: Business Owners, Business Succession Planning, Investment Strategies, Financial Education, Estate Planning, Retirement Income Planning, Retirement Strategies, Insurance Strategies, Group Benefits

Languages: English

Preparing for the next step in life isn’t always easy. My goal is to assist families and business owners in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.


New England College of Busines, M.S., Finance (2009-2011)
University of Massachusetts, Boston, B.A. Economics (2001-2007)


Basketball, music

Community Involvement


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Wellesley Satellite Office

Satellite Office

100 William St., Suite 300
Wellesley, MA 02481