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Month Marcus Wealth Management LLC Form CRS Client Relationship Summary March 14, 2022, Item 1. Introduction A. Month Marcus Wealth Management LLC is registered with the Securities and Exchange Commission
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Montz Harcus Wealth Management is a financial advisory firm that provides services such as investment management and financial planning.
Individuals or entities who have investments managed by Montz Harcus Wealth Management may be required to file certain forms for tax and reporting purposes.
To fill out Montz Harcus Wealth Management forms, individuals or entities should provide accurate information about their investments and financial situation as required by the firm.
The purpose of Montz Harcus Wealth Management is to help clients manage and grow their wealth through tailored financial strategies.
Information such as investment holdings, income, expenses, and assets may need to be reported on Montz Harcus Wealth Management forms.
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