Montello Wealth Creates the "New Model of Wealth Management"

Share Article

Montello Wealth Management, Inc. has harnessed powerful innovations in technology and combined them with expertise in planning to provide a "New Model of Wealth Management". This new and improved wealth management model provides comprehensive planning, an easy to follow action-plan and a personal financial website to monitor your plan in real time.

News Image
This new model is truly unique and sets us apart from other planning firms.

The "New Model of Wealth Management" uses innovative technology, interactive planning tools and a high caliber planning team to create a unique planning model that provides a comprehensive financial plan that can be monitored in real time. The model is effective, engaging and has helped many baby boomers prepare for retirement.

This new model is truly unique and sets us apart from other planning firms. But it is not only our use of technology that makes this model so special, our planning process and platform is unique and is fast becoming a trend setter in the industry.

Each client is paired with a Certified Financial Planner™ (CFP®), a Registered Investment Advisor, a Certified Public Account (CPA) and if needed, a Trust & Estate planning attorney. This high caliber team approach provides collaborative planning that touches all facets of a client's Retirement plan.

Our unique platform provides a personal financial website that provides daily updates to your retirement plan. Your site provides a consolidated view of all your financial information, comprehensive reports, and an on-line vault to safely store important documents, such as wills, trusts, passports and more. Once logged in, you can see all your accounts, all in one place. You have access anytime, anywhere. Your website provides a way to see your retirement plan in action, anyday, everyday.

Montello Wealth is an innovative and highly skilled Wealth Management firm that provides families with comprehensive planning and professional investment management. Call us for more information at 561-694-6660 or visit us on the web at

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Larry Montello, CFP®, CLU®, RFC
Follow >
Montello Tax & Financial Planning
since: 09/2014
Like >
Visit website