Press Releases

Is Your Financial Adviser a Fiduciary?

Is Your Financial Adviser a Fiduciary?

What type of financial adviser should you look for?

When selecting a financial adviser, make sure you ask lots of questions to each adviser you interview, including how they are compensated and if they act as a fiduciary. Unlike typical stock brokers, advisers who are fiduciaries must, in good faith and prudence, make recommendations that are based solely in your best interest. Full disclosure and accountability are required.

"Best Investment Advisor" 2013 - Monterey Private Wealth

"Best Investment Advisor" 2013 - Monterey Private Wealth

In the annual 2013 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.

Building Strong Portfolios

Building Strong Portfolios

Building a strong investment portfolio is a lot like building your dream home—you want to build something that will last. You would never allow inferior materials or shoddy construction to mar your dream home. Likewise, you should never allow poor portfolio structure or mediocre investments to undermine the safety and performance of your portfolio.

We produced the following short video to help our clients learn more about building strong investment portfolios.

Willow Ridge Capital Advisors and Petersen & Ramistella, Inc., Merge to Form Monterey Private Wealth, Inc.

Two veteran advanced financial planning and wealth management firms join, establishing one of the most experienced financial advisor teams in Northern California

September 27, 2011 - Monterey, CA – Principals Gary Alt and Steve Merrell along with Ken Petersen and Cris Cabanillas announce today that they are merging their respective firms, Willow Ridge Capital Advisors and Petersen & Ramistella, Inc., to form Monterey Private Wealth, Inc. (MPW), an advanced financial planning and wealth management firm based in Monterey and Pleasanton, Calif.