Monteith Wealth, LLC.
Let's Succeed Together
Who We Are
We are a team of financial professionals, including CPAs and CERTIFIED FINANCIAL PLANNERS™. By combining both tax and investment knowledge, we believe it allows us to offer superior advice. Our mission is to add continuing value for our clients.
What We Do
Tax Knowledge + Investment Knowledge = Better Advice
Tax Preparation, Planning, Strategies
Let our CPAs and tax professionals prepare your tax return. As tax law gets more complicated, it gets difficult to prepare your return on your own. We've often seen clients who previously used off-the-shelf tax software to prepare their returns but missed opportunities to reduce their taxes owed.
Investment Management, Financial Planning, Financial Advice
Data suggests the average investor underperforms the average advisor. Don't take our word for it; search the web and you'll find many studies. We love our job; we strive to pay for ourselves by adding value. As fee-only advisors, it allows us to share a common goal with our clients.
No-Cost Initial Consultation
Whether you are retired or in the process of accumulating assets for retirement, or other future goals we encourage you to contact us. Perhaps you’d just like a second opinion on your existing investments or tax return; we can provide that too. There will be no-cost and no pressure. Our goal is to add value, whether you join us or not.