With its deep financial experience and shared personal commitment to create positive client experiences, The Montalto Group serves an affluent clientele from across the US – media and marketing professionals, physicians, nurses, researchers and health care executives, C-suite executives, architects, attorneys, successful entrepreneurs, wealthy families and “independent-minded” retirees.
The Montalto Group spends time listening to clients, applying a goals-based approach in which it gains a genuine appreciation of each client’s motivations and aspirations. As part of the discovery process, areas that may need fine-tuning are identified – cash flow, insurance coverage, trust considerations and documentation, along with investments, retirement planning and estate planning strategies.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFP®, CIMA®, CPFA™, CPWA®, CRPC™
CFP®, CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
