We care about protecting what’s most important to you.
At Legion Private Wealth Management, we’re just like you.
We believe in the power of understanding your options so you can make the choice best suited for you and your family.


Mr. Montgomery is the Founder and CEO of Legion Private Wealth Management.  The combination of experience, and development of long standing relationships across multiple asset sectors helped Mr. Montgomery developed and honed his skills to combine seemingly unrelated assets in unique ways, and create new advantages.  His real-world success and insight led Mr. Montgomery to leverage his desire in helping and advising people from harm’s way bringing honor and hope to families all over the world.

Before becoming an entrepreneur, Mr. Montgomery honed his ability to get to any table in his commitment to being a person of value, and enjoyed a stellar career in the financial services industry with both Morgan Stanley Smith Barney and Merrill Lynch. This experience crafted his leadership and dealmaking skills.

Mr. Montgomery proudly served in the U.S. Navy as a Search and Rescue Swimmer and graduated from the University of Washington with a Mechanical Engineering degree. He is the super proud husband of Lindsey, and is a grateful father to three angels on loan who teach him the invaluable lessons of life.

My Story

June 9th, 2013 was the scariest day of my life, despite the fact that it began as one of the happiest.

My wife had just given birth to our second child, a beautiful baby girl named Harper Grace. We were overjoyed; she was everything that we had dreamed of, and more. The best part, I thought, was that she looked exactly like her mother.

But then… something happened that every parent fears but never really expects.

After we were escorted to the hospital recovery room we had the opportunity to spend a few quiet moments alone as a family. I was holding Harper in my arms, swaddled in her newborn hospital blanket and suckling on a pacifier.

Then she started to turn blue.

Suddenly, everything was moving in slow motion. I couldn’t believe what I was seeing. In a matter of seconds our feelings went from proud, elated, and joyful… to absolute terror.

I was watching my newborn daughter suffocate in my arms.

Luckily a nurse happened by just as this was playing out and immediately called down to the NICU. Harper was diagnosed with pulmonary edema. Her lungs were filled with fluid and the oxygen levels in her blood were at life threatening levels.

Harper would spend the next nine days in the NICU, hooked up to tubes and wires, undergoing invasive procedures, fighting for her life. I will never forget the fear and panic of that time – we felt completely helpless. There was nothing we could do but hold her hand and pray.

Thankfully, Harper’s a fighter, and combined with the care of the amazing doctors and nurses in that hospital, she made a full recovery. I had never understood what “thankful” meant until that day.

What I also didn’t understand at the time was the severe impact this would have on our financial lives.

I had a great job, with several insurances through my employer, as well as some assets and savings, so I never gave a single thought about coverage… until we received our bill.

Even though the hospital bills were covered by our medical insurance, in the end, we still incurred out of pocket costs totaling 6 months’ worth of income in just 9 days. It was a big hit for a young family; it meant the depletion of our savings account – one that we had painstakingly grown over the past few years.

Of course, we would have spent every single penny we had if it meant a full healthy recovery for our beautiful baby girl. Her welfare was all that mattered.

But what I now know is that, if properly prepared, we never would have had to.

How do I use this experience to serve others and share my knowledge?

This experience turned out to be a blessing in disguise.  Like a broken pot being used to water the garden, it sparked a desire in me to protect others from all the various risks associated with their financial lives as well as help them generate wealth.  I have been fortunate enough to learn about investments, real estate, and insurance from some of the most gifted minds in the world, and I implement this knowledge holistically in how they fit and work in concert with each other.  

My hope is that by allowing us to provide you with the tools and information necessary to be fully optimized, we can help you thrive in good times and bad, and be prepared for the unexpected challenges in life.

Honesty | Integrity | Creativity | Hope

Legion Private Wealth Management

The needs of our clients are diverse and customized. Although there are no two investors who are exactly the same, we have found similar interests exist with our clients and often professional advice from multiple parties is needed. Tax planning, legal advice, investment management, real estate advisory, and business consulting are all important, but where do you go for each one? What questions do they know to ask each other? How do they coordinate well with each other? These common and important questions need to be addressed effectively and creatively. To do so takes a well-aligned team of professionals that are not only very good at what they do, but also very good at collaborating with other related partners. That’s why we handle all of this under one roof. Legion Private Wealth Managementhas a holistic and deep knowledge base with our team of professionals. All of whom specialize in specific areas but sit on the same side of the table together, as a team. In so doing, we can solve more problems and create more advantages.


Although there are no two investors who are exactly the same, we have found similar interests exist with our clients and often professional advice from multiple parties is needed.

If You Have Any Question,

Feel Free to Call 888-655-1708

Solving complex business problems is what we do.

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