Robert Ellington-Montes

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Join date: Sep 17, 2025

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Robert Ellington-Montes is a financial advisor based in Missoula, Montana, working with Lasalle St. Investment Advisors, L.L.C. Robert has previously worked at Pfs Investments Inc, Us Army, Securities America, Inc, Securities America Advisors, Lasalle St. Securities, LLC, and Lasalle St. Investment Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Florida, Illinois, Iowa, Kansas, Michigan, Montana, New York, Oregon, Pennsylvania, and Texas. Currently, Robert is part of Lasalle St. Investment Advisors, L.L.C, which has 70 offices and 144 employees. The firm manages $4.3 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Posts (31)

Sep 3, 2026 ∙ 5 min

August Finished Higher, But Not All Portfolios May Reflect It

A Nexus Wealth Management recap of August 2026 Missoula, Montana Key Takeaways U.S. stocks ended August on a positive note. The S&P 500 gained 2.62%, the Dow Jones Industrial Average rose 1.34%, and the Nasdaq Composite climbed 3.93%. Corporate earnings were outstanding, with S&P 500 revenue increasing 16% year-over-year and strong results across all 11 sectors. Inflation remained persistent. July CPI increased by 0.1% for the month and 3.4% year-over-year. The Fed's preferred measure, July...

Aug 21, 2026 ∙ 9 min

Where We See Markets Heading Over the Next Six Months

An outlook from Nexus Wealth Management As of mid-August 2026 Key Takeaways We remain constructively positioned on U.S. equities over the next six months, supported by solid earnings and the gradual monetization of AI investment, while recognizing that elevated valuations leave less margin for error. International equities offer meaningful diversification potential, particularly in select emerging markets and developed markets outside the U.S., though earnings quality and policy differences...

Aug 11, 2026 ∙ 3 min

Social Security: Getting the Most for You and Your Family // Nexus Wealth Management

It’s baffling to me that we learn so little about money as we progress through life. I love the memes online that people will post about how we all learned and still remember The Pythagorean Theorem (you probably to this day can recall that a² + b² = c² on a right triangle!), yet if I were to ask you about your education in things like taxes, investments, or credit - you’d probably have very little to reference. This is especially the case with Social Security.