Monteith Wealth

Overview

Monteith Wealth is an independent, LLC-structured registered investment adviser that serves individuals and families. The business combines accounting services with advisory work, offering financial planning and portfolio management geared toward individuals and small business owners. The firm charges fees based on a percentage of assets under management and is owned by an individual operator rather than a larger institution or network. The adviser is not set up as a capital allocator and does not present itself as an active ESG investor. It operates primarily within a single state and does not list related advisers or pension consulting as part of its practice.

Assets & Accounts

Investments & Alternatives