Montz Harcus Wealth Management

About Montz Harcus Wealth Management

<p>Founded in 2019, Montz Harcus Wealth Management works with high net worth clients from its headquarters in New Orleans, serving the Gulf Coast region and clients nationwide. The firm provides investment advice and financial planning built around each client’s goals and situation.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, Montz Harcus also offers 3(21) fiduciary services for retirement plans, with guidance on investments and plan oversight. The team’s planning work covers retirement planning, tax planning, estate planning, and insurance planning, along with ongoing investment management.</p> <p>As of 2026, the firm reports $0.7B in AUM and brings more than 125 years of combined industry experience. Several team members hold CFP® and CPA designations. Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC, with securities cleared through Charles Schwab &amp; Co, Inc.; the firm also offers securities through Purshe Kaplan Sterling Investments (Albany, NY).</p> <p>What sets the firm apart is the mix of fiduciary retirement plan support and credentialed, multi-discipline planning under one roof.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment management</li> <li>Financial and retirement planning</li> <li>Tax, estate, and insurance planning</li> </ul>

Website: https://www.montzharcus.com/

Founded: 2019