Wealth Management in Monterey County, CA

We did the hard work of finding trustworthy partners in Monterey County, CA. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Monterey County, CA Wealth Management Firms

generic_business-71
Cydney Crampton - RBC Wealth Management Financial Advisor
Location 4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, USA
Phone (831) 333-5915
Language https://us.rbcwealthmanagement.com/cydney.crampton?utm_source=GMB&utm_medium=Yext
Directions
generic_business-71
Atlas Wealth Management Group - UBS Financial Services Inc.
Location 200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, USA
Phone (831) 751-1623
Language https://advisors.ubs.com/atlaswealthmanagementgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=167291&y_source=1_MjAwOTY3MjQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
generic_business-71
Evanson Asset Management
SEC File# 801-64387
CRD# 135188
Location 101 Camino Aguajito # 2, Monterey, CA 93940, USA
Phone (831) 333-2060
Language http://www.evansonasset.com/
Directions
generic_business-71
Ohana Wealth Mangaement
Location 288 Pearl St Suite 101, Monterey, CA 93940, USA
Phone (831) 216-5519
Language http://www.ohanawealthmanagement.net/
Directions
generic_business-71
Faye Behrouz - RBC Wealth Management Financial Advisor
Location 4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, USA
Phone (415) 445-8411
Language https://us.rbcwealthmanagement.com/cydney.crampton?utm_source=GMB&utm_medium=Yext
Directions
generic_business-71
Pacific Coast Financial Planning Group - Ameriprise Financial Services, LLC
Location 659 Abrego St #4, Monterey, CA 93940, USA
Phone (831) 293-7556
Language https://www.ameripriseadvisors.com/team/pacific-coast-financial-planning-group/contact?cid=IP_local_google
Directions
generic_business-71
Integris Wealth Management
SEC File# 801-66376
CRD# 111336
5 out of 5
Location 435 Washington St Suite A, Monterey, CA 93940, USA
Phone (831) 333-1717
Language http://www.integriswealth.com/
Directions
generic_business-71
Belville Financial Advisors
Location 30 Ryan Ct STE 260, Monterey, CA 93940, USA
Phone (831) 647-3170
Language http://www.belville.com/
Directions
generic_business-71
Allied Wealth Management LLC
Location 200 Clock Tower Pl a102, Carmel-By-The-Sea, CA 93923, USA
Phone (831) 333-0333
Language http://alliedwm.com/
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Taylor Rhoades
Location 3775 Vía Nona Marie Suite 101, Carmel-By-The-Sea, CA 93923, USA
Phone (831) 625-7028
Language https://fa.ml.com/california/carmel/taylor.rhoades
Directions
Wealth Management in Monterey County, CA

Where Wealth Management Advisors in Monterey County, CA Serve

Nestled in the heart of California's Central Coast, Monterey County is a land of breathtaking beauty and rich history. From the rugged coastline of Big Sur to the fertile fields of the Salinas Valley, this diverse region offers something for everyone. Some of the most iconic landmarks in Monterey County include the Monterey Bay Aquarium, Cannery Row, and the historic adobes of Monterey's Old Town. Visitors can also explore the stunning natural beauty of Point Lobos State Reserve, Pinnacles National Park, and the Big Sur coastline. The economy of Monterey County is driven by a variety of industries, including agriculture, tourism, and healthcare. Some of the top employers in the area include Dole Fresh Vegetables, Salinas Valley Memorial Healthcare System, and the Naval Postgraduate School. Major highways and streets in Monterey County include Highway 1, which winds along the coast from San Francisco to Los Angeles, and Highway 101, which travels north-south through the Salinas Valley.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Monterey County, CA can benefit from a bank in a multitude of ways. For instance, with the county being home to several agricultural businesses, a bank can assist farmers with loans to purchase equipment, fertilizers, and other necessary supplies. Additionally, Monterey County is known for its tourism industry, and a bank can provide financial services to local businesses, such as hotels and restaurants, to help them grow and expand. Furthermore, with the county being located in an earthquake-prone region, a bank can offer insurance and other risk management services to help residents protect their homes and assets. In short, a bank can be a valuable resource for residents of Monterey County, offering financial support and peace of mind in a variety of ways.

Insurance Broker

Residents of Monterey County, CA can benefit greatly from the expertise of an insurance broker. With the county's diverse population and unique geography, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their individual needs. For example, Monterey County is home to a significant number of agricultural workers, who may require specialized insurance coverage for their equipment and crops. Additionally, the county's proximity to the coast means that residents may need to consider flood or earthquake insurance. An insurance broker can provide invaluable guidance and assistance in selecting the right policies and ensuring that residents are adequately protected. With their knowledge of the local market and insurance industry, an insurance broker can help residents of Monterey County, CA make informed decisions about their insurance needs and secure the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Monterey County, CA can greatly benefit from the services of a retirement planner. This is especially true for those who are nearing retirement age and need guidance on how to make the most of their savings and investments. Monterey County is home to a diverse population, with a mix of urban and rural areas. This means that retirement planning needs can vary greatly depending on where you live. For example, residents of the more rural areas may have different retirement goals than those living in urban areas. A retirement planner can help residents of Monterey County navigate these differences and create a personalized plan that takes into account their unique circumstances. With the help of a retirement planner, residents can ensure that they have enough savings to enjoy their golden years and live comfortably in Monterey County, a region known for its stunning natural beauty and thriving arts and culture scene.

Financial Advisor

Residents of Monterey County, CA can benefit greatly from the guidance of a financial advisor. Given the county's diverse economy, which includes agriculture, tourism, and military installations, financial planning can be complex and multifaceted. A skilled advisor can help individuals and families navigate the intricacies of retirement planning, investment management, tax planning, and estate planning. Moreover, with the county's high cost of living, many residents may struggle with managing debt and saving for major expenses such as college tuition or a down payment on a home. A financial advisor can provide tailored advice and solutions to help clients achieve their financial goals and build long-term wealth. With the right advisor, residents of Monterey County can gain peace of mind and financial security for themselves and their loved ones.

Mortgage Loan Officer

Residents of Monterey County, CA can greatly benefit from the expertise of a mortgage loan officer. With the county being home to popular tourist destinations such as Monterey Bay Aquarium and Big Sur, many residents may struggle to afford the high cost of living. A mortgage loan officer can help these residents secure a loan to purchase a home or refinance their current mortgage, providing them with a more stable financial future. Additionally, with the county being prone to natural disasters such as wildfires and earthquakes, a mortgage loan officer can help residents navigate the complexities of obtaining a loan for home repairs or rebuilding. With their knowledge and experience in the industry, a mortgage loan officer can provide valuable guidance and support to residents of Monterey County, CA.

Tax Services

Residents of Monterey County, CA can benefit from the expertise of a tax advisor in a myriad of ways. With its diverse economy ranging from agriculture to tourism, Monterey County presents a unique set of tax challenges for its residents. A tax advisor can help navigate the complexities of California tax laws, including state and local taxes, property taxes, and sales taxes. Additionally, with the county's high cost of living, a tax advisor can assist with tax planning strategies to maximize deductions and minimize tax liabilities. For small business owners in the area, a tax advisor can provide guidance on tax compliance, payroll taxes, and business deductions. Overall, a tax advisor can provide invaluable assistance to residents of Monterey County, ensuring they are making informed decisions and maximizing their financial wellbeing.

Estate Planning Lawyer

Residents of Monterey County, CA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in Monterey County, which has a large number of wealthy residents and a high cost of living. An estate planning lawyer can help residents protect their assets and ensure that their wishes are carried out after their death. Additionally, Monterey County is home to many retirees, and an estate planning lawyer can help them plan for long-term care and medical expenses. This can include setting up a living will or healthcare directive, as well as identifying potential sources of funding for healthcare needs. Overall, an estate planning lawyer can provide valuable assistance to residents of Monterey County, helping them navigate complex legal issues and ensuring that their assets are protected for future generations.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Monterey County, CA can encompass a wide range of financial planning and investment strategies. These may include portfolio diversification, risk management, estate planning, tax planning, and retirement planning. With a deep understanding of the local market dynamics, a wealth manager in Monterey County, CA can also provide tailored investment advice that takes into account the unique economic conditions, regulatory environment, and demographic trends of the region. For instance, given that Monterey County, CA is home to a large number of retirees and high-net-worth individuals, a wealth manager may recommend investment vehicles that provide steady income streams, such as dividend-paying stocks, bonds, or real estate investment trusts (REITs). Furthermore, given the county's dependence on tourism and hospitality, a wealth manager may also advise clients on how to take advantage of emerging opportunities in these sectors, while mitigating risks associated with market volatility and regulatory changes.

Monterey County, CA is the quintessential destination for individuals seeking the services of a wealth manager. The region boasts a rich cultural heritage and a diverse economy that attracts high net worth individuals from all over the world. The county's unique blend of natural beauty and modern amenities provides the perfect backdrop for wealth management professionals to offer their clients a comprehensive suite of financial services. Whether it's estate planning or investment management, Monterey County's wealth managers are equipped with the knowledge and expertise to help clients navigate the complex world of finance. With its thriving business community, world-class educational institutions, and abundant recreational opportunities, Monterey County is the ideal location for those seeking to secure their financial future. So, if you're looking for a wealth manager who can help you achieve your financial goals, look no further than Monterey County, CA.