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Steve Montgomery

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About Steve Montgomery

Steve Montgomery is Founder of Legion Private Wealth Management based in 1206 N DOLARWAY RD STE 116 ELLENSBURG, WA 98926, US. Legion Private Wealth Management is a Finance, Capital Markets company in 1206 N DOLARWAY RD STE 116 ELLENSBURG, WA 98926, US with 3 employees.

Steve Montgomery has 22 years of professional experience, with an average of 5 years per position throughout their career. Their recent employment history shows 1 changes in the past 3 years, with high job stability. they have Fortune 500 company experience.

Steve Montgomery have a experience in top university. Steve Montgomery holds a degree from University of Washington, with 22 years since graduation. Their career does not include experience at a global enterprise, with a base location in Greater Seattle Area, us.

Steve Montgomery Social
Steve Montgomery Work
Steve Montgomery have been working for 22 years. Currently Steve Montgomery is the Founder @Legion Private Wealth Management, with experience in Founder, Founder @Legion Private Wealth Management, Legion Insurance Group
Jan 2022 - Present · 3 years and 4 months
Founder
May 2022 - Present · 3 years
Founder
Jan 2022 - Present · 3 years and 4 months
Founder
Apr 2015 - Present · 10 years and 1 months
About Steve Montgomery's Current Company

Legion Private Wealth Management is founded in 2022, operates from its headquarter in 1206 N DOLARWAY RD STE 116 ELLENSBURG, WA 98926, US. The company operates in the Finance, Capital Markets sector.

Legion Private Wealth Management specializes in Family office management, Advanced financial planning, Tax strategy development, Real estate investment, Business consulting, and offers services including Cash flow management, Tax reduction strategies, and Control maintenance.

Year Founded
2022
Social Media
Linkedin
Primary Industry
Finance, Capital Markets
HQ Location
1206 N DOLARWAY RD STE 116 ELLENSBURG, WA 98926, US
Expertise
Family office managementAdvanced financial planningTax strategy developmentReal estate investmentBusiness consulting
Solutions
Cash flow managementTax reduction strategiesControl maintenance
Keywords
Wealth ManagementPrivate WealthFamily OfficeFinancial PlanningInvestment ManagementEstate PlanningTax PlanningCash Flow ManagementPortfolio ManagementRetirement Planning
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Steve Montgomery Education

Steve Montgomery completed at University of Washington (2000 - 2004) , at University of Washington (Present) , etc

University of Washington
2000 - 2004
University of Washington
Mechanical Engineering
Present
University of Washington, BSME, January 2000 to January 2004
Present
Steve Montgomery Skills
Project and Plan Management
Finance, Strategic Planning, Project Management, Management
Team and Leadership
Leadership, Team Building, Public Speaking
Customer Relations and Sales
Customer Service, Negotiation, Contract Negotiation
Other
Asset Management, Business, Tax Advisory, Real Estate, General Insurance

Steve Montgomery Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Steve Montgomery found in 2025.

  • Email AddressS**@legion-pw.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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