WMTHCS & ASSOCIATES, LLC
JACKSONVILLE, FLORIDA

WMTHCS & ASSOCIATES, LLC, also known as Montoya & Associates and formerly MONTOYA & ASSOCIATES, LLC, is a financial services firm headquartered in Jacksonville, Florida. Established by Will Montoya in 1989 as Montoya Financial Strategies, the company has evolved to focus on employee benefits, health, and wealth management for its clients across the United States. The firm boasts over two decades of expertise and employs a team of fully licensed professionals dedicated to developing and maintaining programs that contribute positively to the financial futures of their employees' client base. To support growth, Montoya & Associates has relocated its headquarters four times in the last decade, most recently establishing operations at 4233 Pablo Professional Court. Two long-standing associates, Trevor D Harkness and Chriss Ljr. Spires, recently augmented leadership as partners alongside H. W Montoya, serving as Managers of the company. The firm strengthens its service offering through a strategic alliance with Kestra Advisory Services, LLC (Kestra AS), granting clients access to top-tier financial products such as stocks, bonds, ETFs, and alternative solutions from a preeminent independent broker-dealer. Despite this partnership providing sophisticated wealth management strategies, it's important to note that Montoya & Associates is not affiliated with Kestra IS or Kestra AS, nor do these entities offer legal or tax advice. Registered representatives of the company conduct business only within their respective registered states and jurisdictions, which may affect response times due to compliance regulations. For inquiries regarding product availability in specific regions, interested parties are advised to consult with Montoya & Associates' Compliance department at (512) 697-6000. The firm's official registry details include a Florida Company Status, incorporation on November 10, 2009, and filing under the number L09000108329. For more information, clients can visit their website at montoyaassociates.com or reach out via phone at (904) 280-2028.