top of page
Allen Montgomery
Principal, Senior Advisor & Portfolio Manager
Allen has been actively managing individual client portfolios for more than 35 years and currently oversees a significant portion of Capstone Wealth Management’s client assets. Throughout his career, he has guided clients through some of the most challenging and unpredictable market environments in modern history.
His experience spans full market cycles - from the early 1990s through the dot-com bubble, the global financial crisis, the pandemic, and the inflation-driven bear market of 2022. Allen’s long-term perspective and disciplined approach help clients stay focused, avoid emotional decision-making, and navigate market uncertainty with confidence.

bottom of page
