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Mark Colgan
Professional designations
CFP
Firm or Broker/Dealer name
Commonwealth Financial Network
States licensed in
Pittsford
,
New York
Areas of expertise
Languages spoken
English
Areas of Expertise
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Time Zone
Mark Colgan, CFP®, is the driving force behind Montage Wealth Management, a firm dedicated to helping people confidently steer through life’s major transitions. With over 31 years of experience, Mark has guided countless clients through defining moments—like career changes, retirement, divorce, or the loss of a loved one—helping them make thoughtful financial decisions when it matters most.
Mark’s passion for simplifying the complexities of finance shines through in his book, 'Death’s Red Tape: Your Guide for Navigating Legal, Financial, and Personal Transitions When a Partner Dies.' This essential guide offers practical steps and emotional understanding for those facing one of life’s toughest challenges.
At Montage Wealth Management, Mark and his team focus on providing clear, actionable financial guidance tailored to each client’s unique situation. By breaking down complex concepts into straightforward steps and offering steadfast support, they help clients move forward with confidence through life’s transitions.
For further details, please visit Montage Wealth Management.