Montcalm is a wealth management and investment firm evolving finance through our world-class approach, values, and mission unlike any other in the industry.

In 2012, after 15 years in influential roles on Wall Street’s largest firms, our CEO and Founder Holly Ruxin opened Montcalm to advance the financial industry’s ability to drive portfolio growth while simultaneously enhancing interconnected systems such as climate, community development, health and wellness, and more. In doing so she laid the foundation for our investment philosophy, one that understands how the health of these systems empowers future growth at an accelerated rate.

Since our founding, our offerings have expanded from our core service — wealth management — to include customizable, supplemental services such as financial education; business, real estate, and tax advisory; retirement planning; and philanthropic investing.

In alignment with our values, we are a safe, inclusive community in which people of all backgrounds can explore their relationship with money and wealth. Our growing team of systems thinkers continues to work with clients transparently and in community as we leverage the world’s capital to improve systems and achieve financial prosperity for our clients and current and future generations.