COVID-19 (coronavirus) Preparedness Information

As of September 15, 2021

At Monterey Private Wealth, our core values, along with our fiduciary responsibility, represent our dedication to the wellbeing of our employees, our clients, and our community. To ensure a safe environment, Monterey Private Wealth has developed a comprehensive COVID-19 preparedness plan in response to the coronavirus pandemic. We are closely monitoring State of California, OSHA, and CDC guidelines to begin reopening our office responsibly, and believe it’s important to share the steps we are taking to keep our people safe and our office clean.


The timeline for being fully-staffed in-office is currently being evaluated and will depend on a number of factors. Monterey Private Wealth will reopen in phases with a limited number of employees, with a rotating schedule likely to be implemented. Our people who will not be in the office will continue to work from home.  In-person client meetings will be limited and we will continue to use tele- or Zoom conferencing as much as possible.

Foremost, we are taking preventive measures to keep our office clean and maintain a healthy environment.

Office Safety

While we take pride in our everyday practices to maintain a clean office suite, we have implemented additional measures that reflect the recommended standards of the CDC. Cleaning and disinfecting with industrial grade products will take place after each meeting and throughout the day. Hand sanitizer stations are located at the entrance, as well as throughout the offices.

Our staff will be wearing masks and all visitors will be required to wear one as well (we will have sanitary extras on hand). If an in-person meeting is absolutely necessary, we will ensure proper distancing in the conference room (limited to four people).

Our thoughts are with all who have been impacted by the coronavirus. As we proceed into the months ahead, we will adapt to new safety measures as they arise and evolve. Rest assured, we are doing everything we can to provide a safe experience for our clients and a healthy environment for our employees. As always, please contact Monterey Private Wealth should you have any questions or concerns.