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 (8)

Jan 11, 2026 ∙ 5 min

Kicking Off 2026 with Broadening Momentum: US Markets Hit Records Amid AI Surge and Sector Rotation

As we launch into a fresh year, the US stock market delivered an encouraging signal of resilience and diversification, closing the first trading week of 2026 with solid gains across major indexes. This performance not only positioned equities near all-time highs but also highlighted a shift toward broader participation beyond the usual tech giants, offering a promising backdrop for investors focused on long-term wealth management. At Nexus Wealth Management , our Missoula-based financial...

Jan 5, 2026 ∙ 2 min

2026 Market Outlook: Optimistic Horizons with Balanced Perspective

As we step into 2026 , the U.S. stock market stands poised for continued growth after a resilient 2025. At Nexus Wealth Management , our Missoula-based team remains genuinely optimistic about domestic equities, supported by AI-driven innovation, resilient corporate earnings, and a supportive policy environment. Analysts across Wall Street—drawing from firms like Morgan Stanley, JPMorgan, and Goldman Sachs—project the S&P 500 reaching the 7,500-8,000 range by year-end, implying solid 9-16%...

Jan 5, 2026 ∙ 5 min

Wrapping Up 2025: Steady Resilience Amid Holiday Whispers – A Nexus Wealth Management Perspective

As 2025 drew to a close, the U.S. stock market embodied quiet strength, navigating year-end adjustments with a resilience that underscored the year's br oader gains. Despite modest monthly movements and typical seasonal pauses, major indexes hovered near record highs, reminding investors of the economy's enduring momentum. At Nexus Wealth Management , our Missoula-based financial advisory team views this as a moment to reflect on balanced strategies, from 401k benchmarking to personalized...