Monterey Private Wealth is anchored in the belief that successful financial management flows naturally from the disciplined application of rigorously tested and time-honored financial principles. Monterey Private Wealth provides unbiased, independent financial advice to individuals, families, businesses and foundations. Monterey Private Wealth’s approach to investing incorporates the principles of
financial science first developed by Nobel Prize laureates William Sharpe, Harry Markowitz and Merton Miller. Using these principles, the advisors at Monterey Private Wealth formulate custom strategies that bring clarity and confidence to their clients’ financial lives. Monterey Private Wealth provides advanced financial planning and wealth management services including investment management and estate, tax and retirement planning. The advisors at Monterey Private Wealth understand the unique needs of affluent families. They focus on preserving wealth, minimizing taxes and preparing future generations for the responsibilities of wealth including how to engage in meaningful philanthropy. The four principals at Monterey Private Wealth are all CERTIFIED FINANCIAL PLANNER™ professionals. Together, the four principals have over 75 years of finance and investment experience. The advisors at Monterey Private Wealth uphold a fiduciary standard of care for their clients. As fiduciaries, Monterey Private Wealth advisors are legally obligated to put their clients’ interests first and to act with utmost good faith, provide full and fair disclosure of all material facts and expose all conflicts of interest. In keeping with their fiduciary standard of care, Monterey Private Wealth is a fee-only investment advisor. This means the only revenues Monterey Private Wealth receive are the fees paid by clients for investment management, financial planning or other wealth management services. They never accept commissions or kickbacks, thereby eliminating conflicts of interest inherent in most brokered financial transactions. Monterey Private Wealth is an independent registered investment advisor (RIA) registered with the United States Securities & Exchange Commission.
