Founding Partner of Montage Wealth Management
Mark Colgan, CFP®, is a founding partner of Montage Wealth Management. Over the last 29 years he has helped hundreds of clients navigate through significant life events that require big money decisions. He is also the author of Death’s Red Tape, your Guide for Navigating Legal, Financial, and Personal Transitions When a Partner Dies
, a newly released technical guide by Mark Colgan on the logistics people have to contend with after they lose a loved one. Mark Colgan understands the unique financial needs and overwhelming emotional challenges that come in the aftermath of losing a loved one. His personal experience, combined with more than two decades of wealth management expertise, inspired him to help other bereaved survivors organize their financial affairs and forge a clear path to financial independence so they can enjoy a brighter tomorrow. Mark is a certified financial planner CFP® and attended the Rochester Institute of Technology.