Our Approach

“Do things for people not because of who they are or what they do in return, but because of who you are.” - Harold S. Kushner

The timeless strength of our practice is based on the 20+ years of experience of each of our advisors. We’ve seen it all firsthand, from the tech bubble of the early 2000s to September 11th, from the Reserve Fund breaking the buck to the coronavirus pandemic, so we know how to handle every situation we are given.

For the last 30 odd years, we have acted as Advisors for Fortune 500 money management corporations and helped numerous clients and their families with their financial lives. However, like many entrepreneurs, there comes a point in your career when you feel compelled to deliver your services in a model that you personally own, one that is not branded by some corporate white-collar executives in New York that have never met your clients. It means a great deal to personally deliver our services to our clients instead of just being one of many representatives of a large global firm.

Have you ever heard the phrase “know your client”? Well, we think the client should “know your firm” as well. We mean really know your firm, know the principles of your firm, know their philosophy, their approach, and their specialties. At MCWM we believe in putting our client’s best interests above our own as our responsibility.

When you work with us your investments are protected by SIPC insurance. That means that your assets with us are protected with all the regulatory safeguards you have grown accustomed to and deserve. In addition to SIPC protection, National Financial Services LLC provides “excess of SIPC” coverage of 1 Billion which is the maximum available in the brokerage industry.

Our advisors offer access to all types of investment vehicles; however, each partner has specific specialties that you may need.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@montereycwm.com  |  866-806-0182