Montello Wealth Management, Inc.

Overview

Montello Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm focuses on serving individual and family clients, providing fee arrangements that combine an asset‑based percentage and hourly billing. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor and does not operate as a multi‑state adviser according to the available record. It does not position itself as a capital allocator; rather, the business model centers on discretionary portfolio management and advice for private clients.

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Location & Offices