Las Vegas, NV Financial Advisors | Montage Financial Group

More than wealth. Life.

Can a strategic business relationship lead to strong friendships and even stronger relationships with clients? At the Montage Financial Group, we think so.

As good friends and colleagues, Jonathan Beukelman and Michael Chudd joined forces to help bring insights to our clients. With our complementary experience and skills, and our large, diversified team of professionals, we have created a boutique business that integrates generational financial planning with a systematic, process-driven approach to complex wealth management.

But we are not only passionate about helping our clients—sophisticated families and the institutions they support—grow and preserve the wealth they have created. We are also committed to helping make a difference in your life and in the lives of those you love by accessing the deep global resources and services to meet the sophisticated needs of ultra-high net worth clients at UBS.

Montage Financial Group

702-792-3131

UBS Financial Services Inc.
10801 W. Charleston Blvd
Suite 400
Las Vegas, NV 89135

Our office locations

Nevada

UBS Financial Services Inc.
10801 West Charelston Boulevard
Suite 400
Las Vegas, NV 89135

702-792-3131
855-264-6897 fax

Colorado

UBS Financial Services Inc.
4600 S Ulster Street
Suite 700
Denver, CO 80237

303-741-3224
855-244-1836 fax

Nebraska

UBS Financial Services Inc.
5800 Hidcote Drive
Lincoln, NE 68516

402-328-2084
855-244-1836 fax

Start the planning conversation

“Every detail matters to us. That’s why we focus on them, follow up on them, and integrate them into the bigger picture of your financial life.”

— Michael Chudd

Authentic connections

Focused on trust

Character and trust are fundamental to our team culture. They’re also central to our relationship with you. Working with us, you’ll find we don’t simply focus on assets; we focus on making connections and the building blocks of your life. What’s really important to you? Have you given your children the tools to succeed? Will your family flourish? Our financial planning framework can help us provide the answers.

We’ll collaborate with our Advanced Planning team of estate, insurance and trust specialists as we structure your comprehensive wealth plan. We’ll also work closely with your legal and tax team to align our advice and review it against your short- and long-term needs, current markets and an evolving tax landscape.

Liquidity. Longevity. Legacy.
Our process starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

The next 3 years

To help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

Longevity

4 years – lifetime

To help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Second home

Legacy

Now – beyond your lifetime

To help improve the lives of others

Giving to family
Philanthropy
Wealth transfer over generations

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Research-driven investing

Focused on risk

We’ve found that the only good investment plan is one you can stay with and execute, which is why our investment philosophy is research-based. Our process is grounded in risk management and compounding growth over several years through preservation of capital. We believe that over the long term, with proper risk controls, we can address the volatility that can impact compounding growth. Guided by the global research advice from our Chief Investment Office, our goal for your portfolio is to be in the right asset class at the right time, and importantly, to avoid certain asset classes in difficult times.

Institutional investment insight for foundations
Many of our clients have created or support private foundations that can benefit from risk-managed investment oversight. Similar to managing wealth for your family, earning your trust and that of your organization’s investment committee will help us build consensus that ultimately can help us pursue your funding goals. We’ll work with you to create a highly customized investment approach aligned with your foundation’s mission, spending policy, risk tolerance, liquidity needs and fiduciary responsibilities.

Recognized industry leaders

Jonathan Beukelman

Forbes Best-In-State Wealth Advisors, Nebraska 2018, 2019, 2020
Forbes/SHOOK America’s Top Wealth Advisors, 2016 – 2018
Barron’s Top 1,200 Financial Advisors, 2014 – 2020
On Wall Street’s Top 400 Financial Advisers, 2013 – 2015, 2017
REP. magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40, 2014
Barron’s Top 1,000 Financial Advisors, 2011 – 2013

Michael Chudd

Forbes Best-In-State Wealth Advisors, Nevada, 2019, 2020
Financial Times Top 400 Financial Advisors, 2015, 2016

Insights

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