Settle On Your

WEALTH WISDOM

Smart, sophisticated investing that blends
personal empowerment with planetary integrity.

Montcalm wealth management
Montcalm wealth management
Montcalm wealth management

We believe in the transformative power of
people’s positive and engaged relationship
with their money.

Stability

We apply intelligent, up-to-date investment strategies to bring stability to you and your family.

SUPPORT

Our authentic connection with you allows us to co-create a financial approach that empowers you in every area of your life.

SUSTAINABILITY

Sensible investing must take into account both financial return and impact on our global community.

We believe in the transformative power of
people’s positive and engaged relationship
with their money.

Stability

We apply intelligent, up-to-date investment strategies to bring calm stability to you and your family.

SUPPORT

Our authentic connection with you allows us to co-create a financial approach that empowers you in every area of your life.

SUSTAINABILITY

Sensible investing must take into account impact on our global community. Personal sustainability is interconnected with planetary health.
Personal sustainability is
interconnected with
planetary health.

OUR Three Pillars

Montcalm wealth management

Our Customized
High-touch approach

Intelligent asset management and financial services for pragmatic, optimistic people and their families.

Our POWER OF
CAPITAL approach

Investments must provide prosperity for all stakeholders and feed a cycle of planetary and human well-being.

GIVING

Our holistic
Approach

Whole portfolio abundance that includes charitable investment vehicles along with your personal investment portfolio.

Montcalm Wealth Management Team Holly Ruxfield

The Montcalm Difference

All of us at Montcalm are big thinkers in the realm of how financial services can be of greater service to our clients, our community, and all of our constituencies.  How are we in service to our planet?

- Holly Ruxin, Founder & CEO

Montcalm Leadership

Perspective

Explore important ideas in finance along with our analysis of current economic events.

News

Montcalm announcements and recognition.

Education

Learn about finance and investing.

Events

Come meet us and our community.
Bards Large Black
Sound Interesting?

Join Our Community