Registered Investment Adviser · Palm Beach Gardens, Florida

A disciplined approach to managing wealth for the long term.

Based in Palm Beach Gardens, Florida, we provide portfolio management, financial planning, and pension consulting for individuals and families who want thoughtful, independent guidance.

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What We Do

Services

Portfolio Management

We manage investment portfolios on a discretionary basis for individuals and families, tailoring each one to your circumstances and adjusting as your needs and priorities change over time.

Financial Planning

We work with you to organize your financial life, mapping how your resources can support the goals that matter most to you and your family.

Pension Consulting

We provide pension consulting, offering guidance on retirement plan decisions and helping keep these plans working as they are intended to.

How We Invest

An approach you can read in our regulatory filings

We manage portfolios on a discretionary basis, building them primarily around exchange-traded stocks, investment-grade corporate bonds, and cash and cash equivalents. Our aim is to keep each portfolio aligned with your goals and grounded in clear, deliberate decisions rather than guesswork.¹

Discretionary management — we implement decisions promptly on your behalf
Portfolios aligned to written client objectives, reviewed on an ongoing basis

How We Are Paid

Montello Wealth Management is compensated by a percentage of assets under management and hourly charges — as disclosed in our Form ADV.¹

We do not sell investment products for commissions. Complete fee information is provided in our Form ADV Part 2A brochure and in your advisory agreement before you engage us.

Important Disclosures

Montello Wealth Management, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD #151058 / SEC File No. 801-136515). Registration as an investment adviser does not imply a certain level of skill or training.
Our Form ADV Part 2A brochure and Form CRS client relationship summary describe our services, fees, and conflicts of interest. Copies are available free of charge via the SEC's Investment Adviser Public Disclosure site at adviserinfo.sec.gov/firm/summary/151058 or upon request at the number below.
Investing involves risk, including the possible loss of principal. No investment strategy assures a profit or protects against loss in declining markets. Nothing on this website constitutes personalized investment advice; advice is provided only under a written advisory agreement.
This website does not contain testimonials or endorsements and makes no claims regarding past investment performance. Any future presentation of performance or third-party statements will comply with SEC Marketing Rule 206(4)-1, including its required disclosures.
¹ Firm data — regulatory assets under management, account count, asset composition, and compensation arrangements — as reported on the firm's Form ADV filed June 25, 2026. Figures change over time and are updated with each annual amendment.
² SEC registration effective June 26, 2026.