Spencer Montgomery

Wealth Management Advisor and Co-Founder

Ataraxis Wealth Management

CFP®
CLU®

CA License: #0M86033
NPN 18949254

17757 US Highway 19 N, Suite 100
Clearwater, FL 33764

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About my practice

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.

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