1062 Cass Street
At Monterey Custom Wealth Management (MCWM) we serve our clients as portfolio managers, which means each and every client has a truly unique and customized strategy designed specifically for them.
With over 30 years of experience as financial advisors, the team at MCWM has seen it all so we can help position our clients to weather life’s turbulence.
To provide a truly customized and stringently researched mix of investments that help position each client for success in reaching their personal financial goals.
NO INSTANT/”PUSHBUTTON” PORTFOLIOS: Clients open accounts at varying times – different points in the economic and market cycle. Their ages vary as do their goals, needs, and tolerance for risk. Thus their portfolios should not be composed of the same holdings. This “model portfolio” approach, common today is certainly efficient from a business point of view but this is not a business. It is an investment counseling profession and these are clients – not customers. After almost forty years many of them are friends and family. I build portfolios opportunistically and carefully over time taking the above into consideration. I am an independent thinker and invest in research from professionals that are independent and free from the conflicts of interest and bias that accompany the mix of business so common to big investment banks.
We are often asked what our risk tolerance is, if we have saved enough for retirement, and if we are on track to reach future goals. Those are important questions, but where do the answers come from? Risk tolerance can be driven by goals or goals can be driven by risk tolerance. Which approach is best for you? Marian takes clients through a detailed planning process so they can be confident in their answers. She believes that with financial planning her clients have the information they need to make better decisions resulting in a more enjoyable lifestyle.
Some experts estimate there are over 630,000 publicly traded companies in the world. How are people supposed to know which ones are good, bad, or mediocre? Scott has a true passion for portfolio construction and matching the right mix of investments for each client to help give them highest probability of success. Scott specializes in working with established individuals and families with generational wealth management.
Decades of experience and focused education allow us to construct and manage portfolios of individual stocks, bonds, and other appropriate investments. The portfolios built are designed to support the goals our clients communicated to us through the financial planning process - without taking on unnecessary risk. Communication and service keep us focused on what is really important to you.
At MCWM, our clients become our friends and family. Our relationship with you is even more important than the performance we seek to deliver. We believe your satisfaction with how we serve you is of utmost importance and we believe in good, old-fashion customer service. Christina Jenkins, our registered client service manager, has been making clients feel at home and even enjoy their experience with us for over 20 years. Together, we want to make your investing experience a positive one so that you look forward to seeing us.
With our 30+ years of experience as advisors, we have the capability and the flexibility to provide you with any type of investment, planning, or risk management strategy available. Yet each advisor in our firm possesses specific expertise in certain areas of financial management. This enables you to have the confidence that there is nothing each advisor can’t help you with and the flexibility to choose the right advisor for your individual needs.
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To provide a truly customized and rewarding investment experience for all our clients, allowing them to enjoy the comfort of success in reaching their desired goals.
By following our mission, we envision our clients and many generations of their families, living confidently knowing they've planned for their financial future.
We believe in the value of personalized financial strategies, asset allocation, and diversification to preserve and grow capital while managing risk. As a team, we strive to minimize the impact of inflation and taxes so that our clients achieve their short, intermediate, and long-term financial objectives.
We address wealth building from a “Fiduciary” standpoint, which defines us among the highest standard of ethics, independence, and objective advice in the financial services industry.
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