A complete list of active advisors currently associated with Montello Wealth Management, Inc.

Warmer can help you find a great advisor at Montello Wealth Management, Inc. or one who fits your needs even better.

Montello Wealth Management provides personalized investment advisory services to individuals, trusts, estates, charitable organizations, corporations and employee benefit plans. Its service offerings include discretionary and non‑discretionary portfolio management, financial planning, and pension consulting for plan sponsors and plan participants. The firm tailors portfolios to client objectives and provides ongoing supervision and rebalancing, drawing on charting, fundamental, technical and cyclical analysis to inform security selection. It advises on equities, bonds, mutual funds and ETFs, may employ strategies such as options or margin when appropriate, and can refer clients to third‑party money managers for delegated management. Montello Wealth manages about $108.4 million in discretionary assets across 502 client relationships, a client load that is high relative to peers in its category. The firm is unusual among similar independent advisers in offering pension consulting and participant education, and it operates affiliated tax‑preparation and investment‑management entities; the firm’s principal also holds an ALM degree and CFP and CLU designations.

To learn more about the advisors currently working at Montello Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.