Wealth Planning
A living plan mapped to your life: cash flow, goals, and the trade-offs between them, revisited as circumstances change.
Personal · Patient · Enduring
The wealth you've built,watched over with care.
Eagle Nest Wealth is a wealth management practice: a patient steward of the families and businesses I serve.
Sub Sole Nihil · nothing new under the sun.
Great wealth is not managed. It is tended, patiently and in good faith.
I built Eagle Nest Wealth to be the advisor I would want for my own family: patient, focused on your interests, and with your fee in writing before we begin. No quarterly theater. Only clear counsel, held to a long horizon.
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What I do
One relationship, the whole picture
Coordinated counsel across your whole financial life.
Investment Management
Disciplined portfolios built around your goals, time horizon, and tolerance for risk, not around this week's headlines.
Retirement & Income
Turning a lifetime of saving into a sustainable, tax-aware income strategy for the decades that follow work.
Estate & Legacy
Planning what passes on, and to whom, in coordination with your attorney, so your intentions are honored with clarity.
Tax-Aware Strategy
Sequencing decisions across accounts and years, alongside your tax professionals, with an eye toward tax efficiency.
Life Transitions
Guidance through the moments that change a financial picture: a sale, an inheritance, a career change, or a new chapter.
02
Coordination
One point of contact, working alongside your other advisors.
03
How I work
The commitments beneath the counsel
Five commitments I hold myself to.
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Fiduciary advice
I act as a fiduciary when I give you investment advice, as set out in your advisory agreement and subject to the conflicts of interest disclosed in our Form ADV Part 2A.
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Conflicts disclosed
Material conflicts of interest disclosed to you in writing in our Form ADV Part 2A.
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Transparent by default
Plain fees and plain language, so you understand what you pay, including the underlying costs of any investment I recommend, and why I advise what I do. The fee schedule is in our Form ADV Part 2A.
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Patient by design
I invest and plan in decades, not quarters, staying steady through market cycles.
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Personal, not a portal
One relationship with an advisor who knows your name, not a call center and a ticket number.
✦
Sub Sole Nihil
Nothing new under the sun. Careful stewardship is the whole of my work.
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The experience
Traditional advice, on modern rails
Timeless counsel, delivered on modern technology.
Your accounts, in one place
Balances and positions, updated throughout the day and available whenever you want to look.*
*Subject to system availability. Certain data may be delayed or updated on a different schedule.
Planning you can see
A thorough look at the accounts, decisions, and moving parts that shape your financial life, with scenario-based planning that shows the trade-offs behind a decision, not only the conclusion.
Clarity, not statements
Plain-language reporting on your portfolio, fees, and progress toward the things that actually matter to you.
Technology handles the busywork; I handle the judgment. You work directly with me.
The long view
Watchful from a height.
Patient across every season.
05
About
A steady hand, built for the long relationship.
Eagle Nest Wealth was founded by Colin Monteith, who began his career in Morgan Stanley's Private Wealth Management group, supporting a team serving ultra-high-net-worth families on the planning, investment, and estate questions that accompany significant wealth. He then joined Bering Street Advisors, an Ameriprise Financial practice, where he began advising clients directly, before founding Eagle Nest Wealth in 2026.
He built Eagle Nest Wealth to bring disciplined, personalized advice to families who want an advisor in their corner: counsel coordinated across the whole of your financial life, delivered with modern tools and old-fashioned attention.
A graduate of Texas Christian University, Colin advises from Houston, Texas as an investment adviser representative of Altruist Advisors LLC.
Sub Sole Nihil: nothing new under the sun. Markets cycle and circumstances change, but the patterns repeat, which is why he believes steady attention matters more than prediction. The eagle guards the nest; the sun rises without fail. It is how he thinks about the work: watchful over what you've built, and constant across the seasons of a life.
Colin MonteithFounder & Financial Advisor
Patient
Decades, not quarters
Personal
Direct access to your advisor
Fees in writing
Schedule in our Form ADV Part 2A
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Across generations
Planning that fits both generations.
Many of the families I work with span two generations: parents thinking about retirement, income, and what passes on, and adult children starting careers, buying first homes, and raising families of their own. I can work with both, so the plans fit together. Each person's accounts and conversations stay their own unless they choose to share them.
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How we begin
From first hello to long relationship
Three steps, none of them hurried.
A first conversation
At no cost and with no obligation. No documents needed, just a conversation. I listen to where you are, what you've built, and what you want it to do, and I'm honest about whether I'm the right fit.
Your plan
If it makes sense to keep going, we build a plan that fits where you are. That might be a focus on your investments, a few clear priorities, or a fuller written plan. Either way, you'll see the reasoning behind each recommendation.
The long relationship
Your accounts are held at Altruist Financial LLC, and the real work begins: reviews as life changes, counsel when questions arise, and a steady watch over it all.
Important Information About Custody, Affiliation, and Account Authority
Client accounts are maintained at Altruist Financial LLC ("Altruist Financial"), a broker-dealer registered with the SEC and a member of FINRA and SIPC, which serves as qualified custodian. Altruist Advisors and Altruist Financial are affiliated companies under common control. Altruist Financial's FINRA and SIPC membership applies to Altruist Financial only and does not extend to Altruist Advisors or to the advisory services we provide.
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Good to know
Answers before you ask
Questions worth asking any advisor.
Are you a fiduciary?
Yes. Advisory services are provided through Altruist Advisors LLC, an SEC-registered investment adviser, and I act as a fiduciary when providing investment advice, as set out in your advisory agreement and subject to the conflicts of interest disclosed in our Form ADV Part 2A.
How are you paid?
Advisory fees are based on the assets I manage for you, as set out in your written advisory agreement. Fees and potential conflicts of interest are disclosed in Altruist Advisors LLC's Form ADV Part 2A and Form CRS, which you'll receive before we begin working together.
Who do you work with?
Individuals and families at different stages of life: early in a career, raising a family, running a business, or nearing retirement. What they share is wanting a coordinated plan and an advisor who responds. Every relationship begins with a conversation about whether I'm the right fit.
What happens in a first conversation?
It is unhurried and without obligation. I listen, understand your situation and what matters to you, and I'm honest about whether I'm the right fit. No pressure, and no sales pitch.
What does the technology give me?
Online access to your accounts, updated throughout the day,* along with planning that shows the trade-offs behind a decision and plain-language reporting on your portfolio and fees.
*Subject to system availability. Certain data may be delayed or updated on a different schedule.
Where are you based, and who can you serve?
I'm based in Houston, Texas, and meet in person or by video. I work with clients in Texas and in other states where Altruist Advisors LLC and its representatives are registered or exempt from registration.
What if I want to leave?
Your accounts are held in your name at Altruist Financial LLC, so they stay yours. You can end the advisory relationship under the terms of your written advisory agreement, which also explains how any final fee is handled.
How can I check your background?
You can review Colin's registration and employment history on the SEC's Investment Adviser Public Disclosure website.
09
Begin
Let's talk about what you've built, and what comes next.
A first conversation is unhurried and without obligation: a chance to understand your situation and whether I'm the right fit for it.
Scheduling a conversation does not create an advisory relationship. See the disclosures.