Julie Roth's Contact Details

Julie Roth's Company Details

Monterey Private Wealth, Inc

, CA, United States • 11 - 50 Employees
Financial Services

Monterey Private Wealth is anchored in the belief that successful financial management flows naturally from the disciplined application of rigorously tested and time-honored financial principles. Monterey Private Wealth provides unbiased, independent financial advice to individuals, families, businesses and foundations. Monterey Private Wealth provides advanced financial planning and wealth management services including investment management and estate, tax and retirement planning. The advisors at Monterey Private Wealth understand the unique needs of affluent families. They focus on preserving wealth, minimizing taxes and preparing future generations for the responsibilities of wealth including how to engage in meaningful philanthropy. In keeping with their fiduciary standard of care, Monterey Private Wealth is a fee-only investment advisor. This means the only revenues Monterey Private Wealth receive are the fees paid by clients for investment management, financial planning or other wealth management services. They never accept commissions or kickbacks, thereby eliminating conflicts of interest inherent in most brokered financial transactions. Monterey Private Wealth is an independent registered investment advisor (RIA) registered with the United States Securities & Exchange Commission.