Tony Montini

Our team provides wealth management for individuals, families and business owners. This includes asset management, accumulation/distribution planning, and protection to help mitigate financial threats. In addition we design and implement highly tax favored Fortune 500 type savings strategies for clients who are frustrated with the funding limitations of conventional qualified (retirement) plans.

We help our clients stay organized with a true comprehensive view of their financial world. This wide angle view is accessible to our clients at any time and their financial accounts can be updated automatically on a daily basis. The capability of this platform is of great value to our client base.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian