Montanti Advisory Services, LLC

Overview

Montanti Advisory Services, LLC advises individuals, families, business owners, and executives through retirement plan consulting and private wealth management. Its work combines investment oversight, long-term planning, tax efficiency, and generational wealth stewardship. The firm describes its service as relationship-based and high-touch, tailored to each client’s circumstances, and says it serves a select group of clients.

Montanti reports that securities and advisory services on its website are offered through LPL Financial, which it identifies as a registered investment adviser and FINRA/SIPC member.

History

Vincent J. Montanti began the firm’s financial-services work in 1969. The firm says Dr. Vincent C. Montanti now runs the business, while Vincent J. Montanti remains Founder and “Forever CEO.”

Leadership

Dr. Vincent C. Montanti serves as Vice-President and COO and lists CFA, CFP, and AIF credentials. The team also includes Milvida Montanti, Client Service Coordinator; Dorothy Fernsel, Office Manager; and Matt Kazdan, Director of Client Relations.

Services

Montanti’s qualified retirement-plan consulting generally covers plans with $1 million to $50 million in assets. Services include 401(k) and profit-sharing plan design, cash-balance and defined-benefit strategies, executive deferred compensation, key-executive retention planning, succession coordination, and fiduciary guidance.

Private wealth services include investment strategy, advanced planning, family coordination, tax-efficient wealth accumulation, and long-term stewardship across generations. The firm coordinates with attorneys, accountants, and other professionals to support integrated wealth-management planning.

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Business owner services
• Retirement planning

Client Focus

The firm works with affluent individuals, families, business owners, and executives seeking personalized wealth-management and financial-planning support. It identifies client sectors including aerospace, maritime, trucking and warehousing, construction, medical and biotechnology, manufacturing, energy, country clubs, publishing, real estate, industrial base metals, food service, legal, and architecture.

Approach

Montanti presents its approach as personalized, relationship-based guidance for clients with complex planning and wealth-management needs. Its family wealth work emphasizes coordinated planning, investment oversight, tax efficiency, and stewardship across generations.

Assets and Minimums

The firm says its qualified retirement-plan work generally serves plans with $1 million to $50 million in assets.

FAQs

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Sources

1. montanti.com Research source
2. montanti.com Research source
3. montanti.com Research source
4. montanti.com Research source

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.