Wealth Wisdom
What does "fiduciary" mean in a client relationship?
A fiduciary is legally and ethically obligated to act in the best interest of their client, placing the client's needs above their own.
What is the nickname of Lincoln, Nebraska?
Star City
Which city was the original Montage office in?
Denver
Who on the team used to have over 80,000 followers on Tiktok?
Alec
What board game teaches you to collect rent and build wealth?
Monopoly
Name one key difference between a Roth IRA and a Traditional IRA
Contributions to a Roth IRA are made with after-tax dollars and grow tax-free, whereas Traditional IRA contributions are often tax-deductible but withdrawals are taxed income.
What mountain range is Denver located near?
The Rocky Mountains
How many UBS-certified financial advisors are on our team?
7
Who on the team repelled face forward?
Hint: Denver team
Ashley Butler
What TV character works as a financial advisor and launders money in the show "Ozarks?"
Marty Byrde
What is the current annual gift tax exclusion?
As of 2025, the annual gift tax exclusion is $18,000 per recipient.
What's the iconic welcome sign in Las Vegas called?
"Welcome to Fabulous Las Vegas"
What do the3 keys in the UBS logo stand for?
Confidence, security, and discretion
Who on the team didn't own a pair of jeans until age 18?
Max
What is the nickname of the New York Stock Exchange building?
Big Board
What type of trust is most often used for estate planning?
A revocable living trust is commonly used in estate planning to avoid probate and manage assets during a person's lifetime and after death.
This Landmark in Las Vegas was completed in 1936, providing power and water to the city and region.
Hoover Dam
What does "Montage" represent in our company name?
A blend of collaboration, communication, and shared resources across teams- symbolizing a 'montage' of tools and people working together.
Who on the team broke both of their arms at the same time
Drew
What classic film features the quote, "Greed, for lack of a better word, is good?"
Wall Street
What does the 60/40 portfolio refer to?
A traditional investment strategy allocating 60% to stocks (equities) and 40% to bonds (fixed income) to balance growth and risk.
What is the state flower of Nevada?
Sagebrush
On our company website what is the number of assets under management we have?
$6.3 Billion
Who on the team does this quote belong to: "You created this wealth. Now what do you truly want to do with your life and wealth - what matters to you?"
Mike Chudd
In what year did the first bitcoin transaction occur?
2010