Welcome to Montauk Wealth Management
Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Who is Dave Ramsey and what is the SmartVestor™ program?
Dave Ramsey is a financial author, radio host, television personality, and motivational speaker. His shows and writings strongly focus on encouraging people to get out of debt. Dave began his career in real estate and by the time he was 26, he had a net worth of a little over a million dollars and was earning $250,000 a year. However, he was also heavily in debt and was eventually forced to declare bankruptcy. Over the next few years, he developed a simple set of financial lessons and materials based on his own experiences and on the works and teachings of others. Hence, the baby steps were born. Ramsey Solutions was formed in 1992 to counsel others hurting from the results of financial stress. The mission statement of Ramsey Solutions is to “provide biblically based, common-sense education and empowerment that give HOPE to everyone in every walk of life”. The SmartVestor program is an extension of that mission to help others. SmartVestor Pros are financial professionals dedicated to helping people in all stages of life to make wise and informed financial decisions.
John Bellontine is the SmartVestor Pro in your area.
I am proud to be a vetted SmartVestor Pro for the Long Island region. I offer complementary financial consultations and custom investment solutions. I am committed to the principals of saving, debt elimination, planning for long-term goals, and financial education.
