Achieve Your Monetary Goals.
Family wealth and assets can be complex but should not be overwhelming. Our goal is to partner with you to become stewards of your family assets and work with you to ultimately achieve the goals the family desires. Our consulting group delivers independent advice on a fee-only basis, we do not charge additional fees or commissions for any financial products.
Advisory Services Consulting
We build and help implement a structured plan for current and future generations. As a multi-generation family owned business, Monticello Wealth Management understands family dynamics. Our team ensures that your professional advisors are doing what they should be doing. In addition, our deep expertise and experience with family offices, portfolio management, mineral management, trust and estate planning, accounting and tax, and banking serve to be an invaluable resource to our clients.