MONTICELLO WEALTH MANAGEMENT (MONTICELLO) is a registered investment adviser whose principal office is located in TEXAS. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. MONTICELLO is registered with the SEC and only transacts business in states where it is properly registered, excluded or exempted from registration requirements. MONTICELLO is a Registered Investment Adviser and their Form ADV can be retrieved at https://www.adviserinfo.sec.gov by searching our name or CRD number 175346.
All clients are advised that it remains their responsibility to advise their financial advisor or MONTICELLO of any changes in their investment objectives or financial situation.
This website is a publication of MONTICELLO. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.
Past performance does not guarantee future success. Information on this website is not an offer to buy or sell the securities mentioned herein.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
Information on this website is directed toward U.S. residents only.
MONTICELLO DOES NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. YOU SHOULD CONSULT YOUR OWN TAX, LEGAL AND ACCOUNTING ADVISORS BEFORE ENGAGING IN ANY TRANSACTION.
Brokerage and insurance products: Are not deposits * Are not FDIC insured * Are not insured by any federal government agency * Are not guaranteed by the bank or any affiliate of the bank * May lose value
- Managing legacy and investable assets with integrated financial strategies;
- Information management and tax reporting;
- Liability and risk management;
- Family continuity; and
- Educating young adult generation not associated with family.
We invite you to learn more about our Private Banking services. To arrange a personal visit, please contact us.
Private Banking Group/
Private Banking Group/