Monte Financial Group, LLC’s Post

At Barky LLC, we understand that every financial decision matters. That's why we offer a full suite of services designed to support your unique journey to success—from strategic planning to asset management. Our team is here to provide the guidance you need to navigate today’s complex financial landscape. Let’s collaborate to achieve your financial goals, ensuring your business thrives now and in the future. 🌱 🔗 Discover how we can support your success at barkyllc.com #FinancialServices #BusinessGrowth #StrategicPlanning #BarkyLLC #FinancialSuccess

Tom Wood and Joe Payne had relatively comfortable lives as business development managers at Octopus Investments. However, the desire to set up their own business was strong, so they retrained as financial advisers and partnered with M&G Wealth Advice Academy to provide the infrastructure for their new firm, Fortify Wealth. The pair are under no illusions about the challenge of building a client bank from scratch, but also excited by the opportunity that lays ahead. You can read their story here - https://lnkd.in/ex8QhABz #financialadvisor #financialservices

April marks a major milestone for View Capital Advisors, LLC as we celebrate our 20th Anniversary! We are grateful for all our service provider relationships and, most importantly, our clients who have entrusted us to achieve their wealth management goals for the past two decades. We look forward to partnering with them and others for many more years to come! #ViewCapital #20thAnniversary #Investing #WealthManagement

🌟 Introducing the Legacy Ledger! 🌟 Ready to take control of your financial future? The Legacy Ledger is the tool you can use to transform your asset management. Perfect for anyone at any stage of life, the Legacy Ledger is your first step towards organized, thoughtful estate planning. Dive into episode 11 of Thoughtful Planning to learn more. https://lnkd.in/g6_nvepP #LegacyLedger #FinancialFreedom

Annex Wealth Management publishes “The Axiom,” a weekly e-newsletter that delivers a look at what's happening. Now with a brand new look! Click the link below to get on the list! https://bit.ly/3SreTLR #annexwealth #financialplanning #financialservices #fiduciary

Annex Wealth Management publishes “The Axiom,” a weekly e-newsletter that delivers a look at what's happening. Now with a brand new look! Click the link below to get on the list! https://bit.ly/47s6VI5 #annexwealth #financialplanning #financialservices #fiduciary

Annex Wealth Management publishes “The Axiom,” a weekly e-newsletter that delivers a look at what's happening. Now with a brand new look! Click the link below to get on the list! https://bit.ly/3H6iIkw #annexwealth #financialplanning #financialservices #fiduciary

Annex Wealth Management publishes “The Axiom,” a weekly e-newsletter that delivers a look at what's happening. Now with a brand new look! Click the link below to get on the list! https://bit.ly/3wAtXj7 #annexwealth #financialplanning #financialservices #fiduciary

What an event! 🙌 We’re still revelling in how amazing it was and how much we enjoyed talking with you all, seeing the connections being made and soaking in all the insights. Same time next year? We’ll see you there! 👋 Rebook now 👉 http://spr.ly/6046gtVLa #IMpower #FundForum #assetmanagement #wealthmanagement #investmentmanagement

Annex Wealth Management publishes “The Axiom,” a weekly e-newsletter that delivers a look at what's happening. Now with a brand new look! Click the link below to get on the list! https://bit.ly/3TkFCMj #annexwealth #financialplanning #financialservices #fiduciary