Media & Publications

Videos

Asset TV
featuring Joseph W. Montgomery, CFP®, AIF®
Managing Director, Investments
April 17, 2020

Joseph Montgomery on Advisor Connect
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Asset TV
featuring Joseph W. Montgomery, CFP®, AIF®
Managing Director, Investments
March 17, 2020

Joseph Montgomery on Asset TV
Click image to watch video


Asset TV
featuring Joseph W. Montgomery, CFP®, AIF®
Managing Director, Investments
March 2, 2020

Joseph Montgomery on Asset TV
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Asset TV
featuring James Johnson, MBA
Senior Institutional Consultant
April 17, 2019

James Johnson on Asset TV
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Asset TV
featuring Joseph W. Montgomery, CFP®, AIF®
Managing Director, Investments
April 17, 2019

Joe Montgomery on Asset TV
Click image to watch video


Asset TV
featuring Joseph W. Montgomery, CFP®, AIF®
Managing Director, Investments
March 9. 2017

Joe Montgomery on Asset TV
Click image to watch video


Asset TV
featuring Joseph W.Montgomery,CFP®, AIF®
Managing Director, Investments
March 9, 2017

Joe Montgomery on Asset TV
Click image to watch video


Asset TV
featuring R. Bryce Lee, CFA, CIMA®, CAIA, FRM, AIF®, MBA 
Managing Director, Investments
February 2, 2016

Bryce Lee on Asset TV
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CNBC Squawk Box
featuring Joseph W. Montgomery, CFP®, AIF®
Managing Director, Investments
April 30, 2014

Joe Montgomery on CNBC Squawk Box
 

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Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.

Articles

"Joe Montgomery: Building a $13-Billion Practice"
Published on the Barron's Online Website December 2019


"Don't Lose Faith, Seize Opportunities -Is the Investment Model Still Broken?"
Published on the MPL Association Inside Medical Liability Website February 2019

Written by R. Bryce Lee, Managing Director-Investments and Institutional Consulting Director of The Optimal Service Group of Wells Fargo Advisors


"Thought Leader - Insurance"
Published in Finance Monthly September 28, 2018


"Teams to the Fore"
Published in Barron's Special Report: Financial Advisors, April 22, 2019


"Virginia, Joseph Montgomery, Wells Fargo Advisors"
Published in Barron's Special Report: America's Top 1200 Financial Advisors, March 11, 2019


"Best-In-State Wealth Advisors 2019"
Published in Forbes Online Edition, February 20, 2019

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