Helping you reach your personal and financial goals is our primary objective. Montlake provides fee-only integrated wealth management and financial planning services. Our clients are typically business owners, executives, and private family foundations. We act as a “Personal CFO” for our clients by managing their personal financial matters so they can focus on other parts of their great lives – spending more time with family, running their businesses, career development and community engagement. We believe our clients choose to work with us because we provide objective, collaborative, fee-only advice that is customized to their individual needs.
For those seeking a competent, client-focused advisory firm as your ongoing financial advocate, or if you are in search of a second opinion on your current plans, we are here to help. Our initial step is a short phone conversation to determine your needs and how that corresponds to our services. If we mutually conclude that our services may work for you, we will invite you for a complimentary face-to-face meeting where we will discuss in more detail both your situation and how that fits with our programs.