We guide you through the process of assessing your income and expenses, and help you make key decisions ahead of time so you can achieve your highest priorities in life. We then update that plan as your life and priorities evolve.
We construct your portfolio which is designed to meet your financial objectives, and then manage your investments, making changes as your financial situation evolves throughout your lifetime.
As you approach retirement age, we help you turn your assets into an income stream to support your retirement lifestyle throughout your lifetime.
We help you uncover and assess the specific risks that could impact your financial health, developing a plan to mitigate those risks.
We help you assess your existing debt, and develop a plan to strategically use debt so that it’s working for you, not against you.
Proper estate planning can help you minimize taxes, protect your family and make an impact on your community. In conjunction with your attorney or one we recommend, your estate plan becomes an integral part of your overall plan.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monterey Private Wealth, Inc. does not serve as an attorney, accountant, or insurance agent. Monterey Private Wealth, Inc. does not prepare legal documents or tax returns, nor does it sell insurance products.