Broker Check

How We Help












At The Blackmont Group, we understand the market complexities today’s investors face. Without objective guidance from a trusted advisor, it may be difficult to feel confident in your investment decisions. We offer customized strategies and unbiased guidance with the goal of helping you navigate the complexities of the markets and address your financial concerns.

Through our rigorous investment management approach and a consultative process, we explore a variety of investment strategies with you and select the options best suited to your goals. As a result of this process, we help investors objectively answer questions they may have, such as:

  • Is it a good time to buy stocks, bonds, mutual funds, commodities, or other types of investments?
  • What’s the current risk level of my investment portfolio?
  • Should my portfolio be aggressive or passive at this stage in my investment journey?
  • How are my investments performing?
  • Am I an appropriate candidate for alternative investments?
  • When can I retire?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?
  • Am I on track with my financial strategies?

In addressing your questions and concerns, we seek to help investors identify appropriate investment strategies aligned with their unique values. We work with you to not only create a personalized portfolio but also to implement and monitor your strategies on an ongoing basis.