Press Releases

Monterey Private Wealth Voted "Best Investment House | Advisor" for 2016 - Carmel Pine Cone

Monterey Private Wealth Voted "Best Investment House | Advisor" for 2016 - Carmel Pine Cone

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.

You can download and view The Carmel Pine Cone's special section, "Golden Pine Cones", by clicking here, or view it on the Pine Cone's website here.

Monterey Private Wealth Voted "Best Investment Advisor" in 2015 - Monterey Herald Readers Choice Survey

monterey private wealth voted best investment firm monterey herald

Recently the Monterey Herald conducted their second annual Readers Choice Awards - "Best of 2015."  We are excited and highly honored to announce that Monterey Private Wealth was voted as "Best Broker/Investment Advisor" and "Best Investment Firm."  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.

You can view the Monterey Herald's Readers Choice special edition section here.

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.

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 MontereyPrivateWealth.com 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.

Monterey Private Wealth Voted "Best Investment Advisor" for 2015 - Carmel Pine Cone

Monterey Private Wealth Voted "Best Investment Advisor" for 2015 - Carmel Pine Cone

In the 2015 annual Golden Pine Cone survey, Monterey Private Wealth was voted “Best Investment Advisor” for the fourth year in a row by readers of The Carmel Pine Cone weekly newspaper.  We appreciate all of those 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.

Click here to view the Golden Pine Cone publication on The Carmel Pine Cone's website.

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.

Monterey Private Wealth Voted "Best Investment Advisor" 2014 - Carmel Pine Cone

Monterey Private Wealth Voted "Best Investment Advisor" 2014 - Carmel Pine Cone

In the 2014 annual Golden Pine Cone survey, Monterey Private Wealth was voted “Best Investment Advisor” for the third year in a row by readers of the Carmel Pine Cone weekly newspaper.  We appreciate all of those 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.

Click here to view the Golden Pine Cone publication on The Carmel Pine Cone's website.