Montanez Wealth Advisors - Northwestern Mutual

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Montanez Wealth Advisors - Northwestern Mutual

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Montanez Wealth Advisors - Northwestern Mutual, Financial planner, 1800 S 52nd Street Ste 200, Rogers, AR.

Montanez Wealth Advisors – Northwestern Mutual specializes in comprehensive financial planning to help individuals and businesses reach their unique financial goals.

10/29/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. https://www.northwesternmutual.com/life-and-money/strong-growth-sticky-inflation-and-ai-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=growth-sticky-inflation&agentid=0B4092

10/22/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. https://www.northwesternmutual.com/life-and-money/hotter-inflation-tests-the-ai-trade-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=hotter-inflation-tests&agentid=0B4092

10/19/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

10/15/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=0B4092

10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=0B4092

10/08/2026

We're proud to congratulate Josh Montanez on earning his Certified Exit Planning Advisor (CEPA®) designation!

Many business owners spend a lifetime building a company, yet nearly 80% of their wealth remains tied to that business. The state of owner readiness study done by the Exit Planning Institute discovered a few key pieces:

• 75% of business owners today plan to exit their business in the next decade but only 20% of them have written transition plans.
• Of all recent business owner exits, 75% of all business owners profoundly regretted selling their business. This can be from loss of identity, unclear on next phase of life, unprepared financially, etc.

The CEPA designation equips Joshua with advanced training in helping business owners increase business value, prepare for future transitions, reduce risk, and align their personal, financial, and business goals.

This achievement reflects our commitment to serving business owners beyond traditional financial planning and helping them maximize the value of what is often their most important asset.

Congratulations, Josh, on this accomplishment and your continued dedication to helping business owners build stronger businesses and brighter futures!

10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Address

1800 S 52nd Street Ste 200
Rogers, AR
72758

Website

http://montanezwealth.com/

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