BMO Family Office
Building your retirement savings. Financing your children’s college education. Growing your business. No matter what your goals are, they become our highest priority because they’re our responsibility.
Our financial advisors are held to high industry standards and codes of conduct—with oversight by various regulatory bodies. But responsibility means nothing without the right expertise. That’s why many of our advisors go beyond required securities licenses and acquire additional designations to continuously improve their knowledge and skills.
A dedicated financial advisor will take the time to know you, your immediate needs and your long-term goals.
It all comes down to the right plan. We anticipate, prepare and guide you through every life event and season.
We use clarity and transparency to keep you informed— everything from understanding your statements to staying on top of market trends.
We take a flexible, customized approach to financial planning. Which means when changes happen in your life, in the markets and in the world, we’re able to adjust your plan to help you stay on track toward your goals.
Helping you grow your wealth, preserve it, and transition it to the next generation. Throughout each phase and the market fluctuations along the way, we’ll guide you toward your retirement vision. Our portfolio management, asset allocations and tax-efficient strategies are customized to help you reach your goals.
Going beyond transactions, our financial advisors work closely with you to recommend solutions that align with your investment objectives and appetite for risk. We’re here to give you the guidance you need to invest with confidence.
Whether you’re looking to preserve your assets or transfer them, our priority is helping you plan for both the expected and the unexpected. From insurance options to risk management strategies to business continuity policies, we provide you with customized solutions to help protect yourself, your family and your business.
Use our easy locator tool to find an advisor who can help you with your wealth management needs.
Under $3 million in investible assets
Schedule a call with one of our wealth advisors.
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“BMO Investment Services” is a brand name used by certain employees of BMO Harris Bank N.A. who provide advisory, brokerage, and insurance services offered through LPL Financial (LPL). Financial Advisors are investment advisor representatives of and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BMO Harris Bank N.A. and BMO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMO Investment Services, and are also employees of BMO Harris Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Harris Bank N.A or BMO Investment Services. BMO Wealth Management and BMO Investment Services are not affiliates of LPL. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency | Not BMO Harris Bank Guaranteed | Not BMO Harris Bank Deposits or Obligations | May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
BMO Harris Bank N.A. (“BMO”) provides referrals to financial professionals of BMO Investment Services who are registered representatives of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay BMO for these referrals. This creates an incentive for BMO to make these referrals, resulting in a conflict of interest. BMO is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.