"Best Investment Advisor" 2013 - Monterey Private Wealth

In the 2013 annual Golden Pine Cone survey, Monterey Private Wealth was voted “Best Investment Advisor” for the second year in a row by readers of the Carmel Pine Cone weekly newspaper.  Thank you to everyone who voted for us!

One of our goals is to be recognized as the most highly respected investment advisory firm in Monterey County and the East Bay area.  We are honored by the Golden Pine Cone recognition, and we appreciate the opportunity to serve the people in those communities and our clients.

Important: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Monterey Private Wealth, Inc. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Monterey Private Wealth, Inc. by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. 

Please view our full disclosure here.