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We may be waking up in a new world, but one thing hasn’t changed:


Wealth rarely happens by accident. WELLS FARGO ADVISORS CONGRATULATE


Joseph W. Montgomery CFP®


, AIF® Managing Director-Investments


FOR BEING NAMED TO THE VIRGINIA 500, THE 2021 POWER LIST BY VIRGINIA BUSINESS*


For 45 years we’ve been focused on


our clients’ growth.


We strive to earn their trust with a solid reputation and a commitment to the long game.


If you’d like to have a thoughtful, unrushed conversation about


leveraging your resources, give us a call.


Joseph W. Montgomery CFP®


, AIF® Managing Director-Investments


428 McLaws Circle, Suite 100 Williamsburg, VA 23185


Direct: (757) 220-1782 Toll-Free: (888) 465-8422


R. Bryce Lee CFA, MBA, CIMA®


, CAIA, FRM, AIF®


Managing Director-Investments OptimalServiceGroup.com


*See ranking criteria in magazine introduction.


Investment and Insurance Products: NOT FDIC-Insured NO Bank Guarantee MAY Lose Value


Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.


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