MontereyPrivateWealth.Com Becomes 100% Mobile Friendly and Gets a Facelift

We are pleased to announce that in February, we launched an updated version of our website.  While there weren't any huge changes, we reconstructed the entire website in order to make it 100% mobile friendly.

Also during that process, we gave the website a facelift--giving it a more modern, fresher feel with new typography and a few other subtle design changes.  The home page now dynamically shows our most recent blog posts so you can quickly jump to the latest economic, market, and tax news and financial guidance written by MPW advisors.  There are new side menu navigations on certain web pages to make navigating within grouped content easier.  We updated the "Our Team" page with new pictures of Monterey Private Wealth team members and added pictures and biographies of our four new employees: Carina Cristofalo, Julie Garcia, Anne Hepfl, and Hannah Rogge (Hannah's bio to come soon).

So for all you mobile surfers out there (and everyone else), we invite you to peruse our website and let us know what you think!


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.