Monte Financial Group, LLC

Monte Financial Group, LLC is a registered investment advisor located in Guilford, Connecticut, offering wealth management strategies and investment management for private clients, families, trusts, and retirement accounts. Monte Financial Group also provides institutional separate account management and sub-advisory services. For private wealth clients, the firm creates and manages customized portfolios primarily composed of individual equity and fixed income securities, exchange-traded funds, and mutual funds, taking into account each client's specific risk tolerance, time horizon, and objectives. In addition to investment management, Monte Financial Group offers comprehensive financial planning and consulting services covering tax and cash flow analysis, personal goals, and investment strategies. Clients can engage Monte Financial Group for discretionary investment management, standalone financial planning, or project-based financial consulting. The firm acts as a fiduciary, legally required to act in your best interest, and utilizes third-party custodians such as Fidelity and Charles Schwab for asset custody and trade execution.