Our Approach

Relationships of Trust

Trust is among the strongest known predictors of a person's wealth. People who choose their trusted partners well tend to succeed in life.

Learn about our approach

Our Advisors

About Our Firm

At Monterey Advisor we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible.

Learn about our firm

Another Look

Second Opinion

Just as it's wise to get a second opinion about a medical procedure, it's also wise to get a second opinion about your financial plan.

Learn about our second opinion service

Building Relationships
of Trust

Trust is fundamental in the healthy functioning of all our relationships with others.

Dr. Paul J. Zak, a neuroeconomist at Claremont Graduate University, discovered that trust is among the strongest known predictors of a country's wealth.

The same can be said about the levels of trust in individuals. People who lack trust in others and never build relationships of trust, tend to have less wealth.

We know that our success as a financial advisor is built on the trust and confidence that our clients place in our advice. Building trust takes work and we promise to make every effort to exceed your expectations if you decide to work with us. We will:

  • Be available to discuss your needs or concerns whenever they arise.
  • Always follow-up with you promptly if we miss your call.
  • Make sure you are comfortable with and completely understand all financial advice or guidance we provide.

Call us at 800-555-1212 to set up an initial meeting or use our contact form.