Monteith Wealth, LLC. is a Bozeman, MT tax and financial services firm serving individuals and businesses nationwide. The team combines tax preparation, planning, and strategy with investment knowledge, financial planning, and retirement-focused guidance.

The firm’s public materials describe a team that includes a CPA and CERTIFIED FINANCIAL PLANNERS™, with named team members in tax services, tax specialization, and financial planning roles. Monteith Wealth works with clients who need help beyond basic filing, including people seeking a second opinion on an existing tax return or investment approach.

Available profile facts also list accounting services, bookkeeping services, tax services, remote service, and in-person service for clients local to Bozeman.