At Montanti Advisory Services, we developed the proprietary Montanti Stress Test™ to evaluate the long-term strength, efficiency, and resilience of both qualified retirement plans and private family wealth strategies.
For retirement plan sponsors, our process analyzes 401(k), profit-sharing, pension, and cash balance plans to identify opportunities for enhanced tax efficiency, improved plan design, stronger fiduciary alignment, and long-term sustainability. Historically, our reviews have uncovered meaningful tax-saving and strategic optimization opportunities in a substantial number of plans evaluated.
A review of past Montanti Stress Test™ results have revealed that most plans have opportunities to save, particularly, on taxes.
For the families we serve, the Montanti Stress Test™ evaluates how wealth strategies may perform during periods of market volatility, economic uncertainty, liquidity events, and changing life circumstances. By identifying hidden vulnerabilities and unnecessary risk exposure, we aim to help clients strengthen financial resilience while aligning investment, tax, estate, and long-term planning strategies within a more coordinated framework.
The goal is a more intentional and sophisticated approach to preserving wealth, safeguarding legacy, and stewarding financial success across generations.
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