Our Company

Our Firm

Focused TIME is your most precious resource.  We can help you save more of it, while increasing profit, cash flows, and assets.

Sometimes assets can demand too much of your valuable time.  Ideally, the assets are supposed to help you have the benefit of financial resources without demanding valuable time and energy managing them.  This is common with real estate investors.  We can help.

Company - The Team

Have you ever seen an F1 professional racing team?  The driver (or pilot) of the car has to perform exceptionally well and be well supported by his or her team.  The pit stops are done in a matter of seconds changing tires and refueling so the driver can get back on the track as soon as possible.

In the race itself, the drive is in constant communication with his race engineer making adjustments to the weather and other drivers on the track. 

 And of course, engineers are on standby waiting to make any mechanical changes to the car if something goes wrong.  

Everyone is on the same page, knows their job, and has mastered their trade. 

This is what we do with money.  Where you are the driver, and we are your crew, working as a team bringing all disciplines together in one place.  Optimize your plan by increasing cash flows, and asset values, and protecting your interests.  

 

Steve Montgomery

Mr. Montgomery is the Founder and CEO of Legion Private Wealth Management.  The combination of experience and the 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.

The Team

Chief Investment Officer:

Our lead portfolio manager is a highly trained financial analyst, responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts and through a thorough understanding and application of quantitative methods and technical analysis. Our team has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, our core specialty is providing comprehensive investment management services for individual investors, business owners, and private placements.

With a variety of world-renowned professional designations; including the CFA (Chartered Financial Analyst) Charterholder designation, which is the world’s most respected investment professional’s achievement. In addition to the CFA, a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Our professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.

Through years of training and experience our CIO has earned a reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning.

 

Adding to the many skills are specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. The bedrock of all these credentials started with a Master of Science in Financial Services (MSFS) from The American College.
Our collective offering is a 360-degree financial services firm, providing a variety of solutions under one roof. With a team of capable and broadly experienced financial advisors, Legion PWM provides a complete mix of integrated financial services.

Our team members have aligned with a number professional organizations; and have participated as a guest lecturer for the Washington State Bar Association and taught corporate finance as an adjunct professor at Seattle Pacific University, and conducted postgraduate finance studies in Japan, Hong Kong, China, and Thailand.

External Partners

DCA Tax Planning

Daren Anderson & Company

Daren Anderson Bio

Daren Anderson is the owner operator of DCA Tax Planning, located on Whidby Island, Washington. 

Daren has deep roots in the community and has spent over three decades of his life developing these professional relationships. After becoming a Certified Public Accountant (CPA), Daren naturally progressed towards higher degrees of responsibility and visibility.  Serving in roles of CFO and CEO at a local Harley Davidson dealership, his operation was responsible for $90 million in annual sales.  This experience allowed Daren to steward larger enterprises and provided him with invaluable experience in solving more complex problems.       

With a drive to serve others, Daren’s years of experience have led him and his team to be more proactive in serving clientele interested in reducing their tax exposure.  DCA Tax Planning looks forward to seeing how much clients can save on future taxes rather than reacting to current revenue and expenses. This process often yields more attractive deductions and tax credits not well understood by traditional CPA’s. Simply put, Daren and his team help our clients save more of their hard-earned dollars.

This strategic relationship allows us to be more effective in serving business owners and high net worth families often resulting in increased profitability and cash flows.

  

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.

Finding the Best Solutions for Our Clients

If You Have Any Question,

Feel Free to Call 888-655-1708

Solving complex business problems is what we do.

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