Monte Financial Group is a fee-only SEC Registered Investment Advisor providing comprehensive wealth management strategies and ongoing investment management, tailored to the unique needs of individuals and their families.
Individuals & Families
We never presume our client’s needs and we don’t sell products. We are a fee only advisor that provides wealth management strategies from the ground up, designed to help achieve your goals.
We work together with your estate planning professional, tax advisor and selected trustees to help build a strong investment foundation for you, our valued client.
Whether using our team of local investment professionals or unaffiliated independent managers that we select through our Managed Account Group, we strive to customize your asset allocation and ongoing investment guidance.
Monte Financial Group measures its success by the strength and longevity of our client relationships as we continuously strive to provide clients with a high level of service, wealth solutions and active investment management.