William Shinners's Contact Details

William Shinners's Company Details

Montgomery Wealth Management

Huntingdon Valley, PA, US • 5 - 9 Employees
Financial Services

Montgomery Wealth Management was founded by former wirehouse veterans. We are driven by a single common purpose: empower independent advisors to grow their business more effectively and efficiently while delivering thoughtful, unbiased advice.Our firm offers a boutique atmosphere enhanced with all the benefits of beingindependent. Catering to experienced advisors whose success has propelled them to the top ranks of their firms – only to be confronted by a "one-size-fits-all"mentality. We offer an innovative, fully customizable technology platform thatblends independent objective wealth management, sophisticated investmentsolutions, as well as end-to-end advisor support.Montgomery Wealth's advisors do not sell or offer proprietary products. We do not trade ahead of our clients and we do not accept any undisclosed remuneration for selling investment products. These philosophies minimize potential conflicts.Montgomery Wealth Management helps successful wirehouse financial advisorsbecome prominent independent wealth advisors and build their legacy.___Securities are offered through M. S. Howells & Co. a registered broker/dealer. Member of FINRA and SIPC. Advisory services offered through Montgomery Wealth Management LLC, a registered investment adviser. The firms are unaffiliated entities.