Mark Colgan

Mark Colgan, CFP®, serves as the President of Montage Wealth Management, a firm dedicated to helping clients through some of life’s most difficult transitions. With over 31 years of experience, Mark has worked closely with widows, guiding them through the challenging financial decisions that come after losing a partner. He understands how overwhelming and uncertain this time can feel, and his goal is to provide the clarity and support needed to move forward with confidence.

Mark is also the author of Death’s Red Tape: Your Guide for Navigating Legal, Financial, and Personal Transitions When a Partner Dies. Written with care and understanding, the book offers practical advice to help widows tackle the legal and financial tasks that often feel impossible in the wake of a loss. It’s a trusted resource for bringing order and guidance during a time when everything else feels chaotic.

At Montage Wealth Management, Mark and his team take a personal, supportive approach to financial planning. They understand that every situation is unique, and they work hard to simplify complex matters, helping widows create a secure plan rooted in their values and goals. Mark blends empathy with financial expertise to help his clients move forward while honoring their past, giving them confidence every step of the way. You don’t have to go through this alone. Mark and the team at Montage Wealth Management are here to offer the guidance and support you need when it matters most.

Visit Montage Wealth Management to learn more. Montage Wealth Management | 179 Sully’s Trail, Suite 302, Pittsford, NY 14534 | (585) 419-2270. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.