Making a significant financial decision

Having sudden access to considerable assets can be life changing. But without proper planning, the change can be less than favorable. Whether facing a significant inheritance or windfall, the sale of a property, or the reallocation of assets, careful consideration and planning is needed to help ensure a change for the better.

In these situations, our primary goal is to help our clients identify all of the meaningful options available to them that allows for the enjoyment of their new-found wealth while continuing to plan for a secure financial future. We pride ourselves on not only listening but assisting with questions and topics that might otherwise not be addressed. For instance, how you title an investment account may often prove to be as important as the investment decisions themselves.

Our services include, but are not limited to:

  • Goal setting
  • Asset Management
  • Trust Planning
  • Budgeting
  • Spending plan
  • Recordkeeping
  • Debt management
  • Bill-paying systems
  • Credit card management
  • Protecting money and identity

Call Jim Montalto or Jamie Weil, CFP® today for a portfolio review or to discuss wealth management planning at (866) 493-8982 or by email at or