Wealth Wisdom

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

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


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


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


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

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

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

Montcalm 2022-2023

Impact Report

Montcalm Leadership


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


Montcalm announcements and recognition.


Learn about finance and investing.


Come meet us and our community.