COVID-19 (Coronavirus) Preparedness Information

As of May 16, 2022
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. As an extra measure of precaution, we are cleaning and disinfecting with industrial grade products in common areas, after each meeting and throughout the day. Hand sanitizer stations are located at the entrance, as well as throughout the offices.

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.