Network·Family Office
📍 NEW ORLEANS, LA
SEC CRD #801-115292
Home - Montz Harcus Wealth Management Home Why MHWM Our Team Our Services Comprehensive Financial Planning Investment Management Retirement planning Insurance Planning Tax planning Estate planning Resources Calculators Charles Schwab Co, Inc. Free Risk Analysis IRS Website 2025 Tax Questionnaire Financial Planning Worksheet Leapfile Disclosure Privacy Policy Contact Form CRS Privacy Policy Home Why MHWM Our Team Our Services Comprehensive Financial Planning Investment Management Retirement planning Insurance Planning Tax planning Estate planning Resources Calculators Charles Schwab Co, Inc. Free Risk Analysis IRS Website 2025 Tax Questionnaire Financial Planning Worksheet Leapfile Disclosure Privacy Policy Contact Welcome to Montz Harcus A Financial Planning Wealth Management Firm Welcome to Montz Harcus A Financial Planning Wealth Management Firm Why Montz Harcus Montz Harcus Wealth Management is a comprehensive financial services firm providing financial planning and wealth management solutions to high net worth clients across the country. We serve our clients with over 125 years of combined industry experience in financial management solutions. At Montz Harcus, we offer objective financial advice tailored to each client’s personal needs. Whether developing a comprehensive financial plan or creating and managing a diversified portfolio, our extensive experience provides clients with trusted services that allows them to know that their financial planning needs are being hand
ALEXANDER BRUCE HARCUS
VICE PRESIDENT
📞 (504) 488-3700
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AUM
$876M
Location
NEW ORLEANS, LA
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