Tailored Solutions

Tax Planning

Taxes are one of the largest expenses for those that have accumulated significant wealth. We can work together with your CPA or trusted tax professional to help develop strategies that can minimize this expense. We'll review current tax exposure and look for strategies to help reduce taxes in the future.

Please Note: Montis does not serve as an accountant. Montis does not prepare tax returns.

Retirement Planning

Preparing for your retirement chapter is no easy task. From Social Security and pension options to determining your cash flow within retirement, there are a number of details to consider. Together, we’ll go over “what if” scenarios and stress-test using Monte Carlo analysis and withdrawal rate sustainability.

Cash Flow Analysis

Upon examining your financial situation, we’ll determine your wealth accumulation and spending habits over a specific period of time. Understanding where your money is going and how much cash you have available will help clarify your goals for retirement and ultimately help set you up for long-term success.

Estate Planning

As you build wealth, your intentions for it may extend far beyond your lifetime. Our team will work with you, your estate attorney and your accountants so that your estate plan reflects your current assets, remains consistent with your investment plan and leaves a lasting legacy.

Please Note: Montis does not serve as an attorney. Montis does not prepare legal documents. 

Investment Management

We will help you develop appropriate goals before tailoring a diversified investment plan that is right for you. Taking into account your tolerance for risk, we’ll help determine a path that makes sense for the objectives you have in mind. Most importantly, we will strive to provide you with the best opportunity for success, both in the short and long term.

Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Montis) will be profitable or prove successful.

Charitable Giving

You’re looking to give back to organizations that are meaningful to you. We’re passionate about assisting impactful and lasting philanthropy. We’ll help to define and clarify your charitable goals before implementing a plan of action. Furthermore, we will work closely with your accountant and estate attorney in order to minimize associated tax burdens.

Insurance Planning

Are you properly protected? We stand available to review your life, disability, liability and long-term care insurance, and can introduce you to an insurance agent to help you and your family be prepared for the unexpected—financially and personally.

Please Note: Montis does not serve as an insurance agent. Montis does not sell insurance products.

College Planning

Preparing for higher education can be a daunting task for a number of reasons—including the financial toll it can take on you and your family. But setting up the right accounts and making cash flow decisions now can make a world of difference when it comes time to send your children to college.

Divorce Planning

Whether anticipated or a surprise, a divorce is often stressful and contains complexities that can be overwhelming. At Montis Financial, we want you to feel comfortable coming to us with your concerns and family dynamics that ultimately impact the decisions made with your money. We’re here to listen, and to help.

Stock Options

Employee stock options are a valuable employment incentive—and it’s critical to understand how to maximize them and the details involved to get what you’ve earned. We’ll work with you to clarify your decisions and how to strategically exercise or sell them in the future.