Private Wealth Management

As our clients’ Personal Chief Financial Officer, our role is to help our clients spend more time with their family and business by solving five key areas for them: Wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving: Our ability to effectively address each of these key financial concerns is the foundation of our multi-generational, value-added services.

Wealth Preservation

Wealth preservation begins with a well-diversified investment portfolio.

Wealth Protection

Wealth protection is designed to ensure personal wealth is not unjustly taken.

Wealth Transfer

Wealth transfer passes assets to your loved ones effectively and efficiently.

Tax Mitigation

Mitigating taxes enables you to keep more of what you earn, save, and invest.

Charitable Giving

Strategies designed to charitably give with tax efficiencies.

 

Montanti Advisory Services, LLC and LPL Financial do not offer tax advice or services.