Our mission
WE'RE ON A MISSION
We’re a veteran-owned Colorado business designed to help those who might have a hard time getting started with a financial program to improve their lives.
We recognized that the financial planning industry lacked resources for those just getting started, who maybe didn’t have any money put away or needed a plan to start saving.
That’s when we decided to look at finances in a New Way.
By simplifying the savings & investment process, we are able to help you at any stage in your journey, whether you’re trying to save for a small vacation or you’ve got a more complex financial situation.
We have no obligations to anyone but you. We have no New Way products to push. No sales quotas from other companies and no one to please other than you. Your success determines our success.
What we do
Real Connections > Clients
At New Way Prosperity Partners, we’re dedicated to helping you take that first step toward a stronger financial future. Whether you need support with budgeting, financial planning, investment strategies, retirement planning, or navigating other life events, we’re here for you. We start by discussing your current situation and understanding your financial goals. Next, we collect your information to gain a complete picture, and then we build a personalized plan to help you reach your objectives. It’s a proven process designed to deliver results and financial clarity.
Eric Montgomery
Senior Financial Advisor
Roger Montgomery
Director of Operations
Arlette Cortez
Financial Professional