In the 2016 annual Golden Pine Cone survey conducted by The Carmel Pine Cone weekly newspaper, readers voted Monterey Private Wealth as “Best Investment Advisor” for the fifth year in a row. We thank all of those who voted for us!
In our pursuit to be the most highly respected investment advisory and financial planning firm in the Monterey County and the East Bay area, we continually strive to offer our clients exceptional customer service and hold ourselves to high fiduciary standards. We are humbled by the vote of confidence from our clients and the people of the Monterey Bay area, and we are grateful for the opportunity to serve you.
Monterey Private Wealth provides financial planning and wealth management services for private individuals and investment advisory service for small business 401(k)s. It has offices in Monterey and Pleasanton, CA and provides financial services in Monterey, Carmel, Big Sur, Salinas, Marina, Santa Cruz, Gilroy, San Jose, Pleasanton, Dublin, San Ramon, Danville, Blackhawk and Livermore and surrounding areas.
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.