In 2015, Monticello Wealth Management became a Registered Investment Adviser that is wholly owned by Jefferson Bank which has over 70-years experience working with generations of South Texas families. As a Registered Investment Adviser, Monticello Wealth Management has an ethical and legal duty to put our clients first and provide objective advice that is always in their best interest. Your assets are held by a third-party, qualified custodian and never held by us; however, we manage these assets through an approach developed for your unique situation.
We are proud of having made a difference in so many lives, especially as we work with the children, and even grandchildren of our clients, helping guide them along the path towards fulfilling their most deeply held values and goals. .
Think of us as your personal or your family’s Chief Investment Officer (CIO). We work in a fiduciary role with you, and if you wish, your professional advisors, ensuring a multi-faceted approach to your wealth management strategy. We are your wealth architect, quarterback, designer, general contractor.
As your Personal CIO, we will:
- Listen to your goals
- Carefully consider your current and future needs
- Create and manage investment portfolios that reflect your goals and risk tolerance
- Keep you up-to-date on the progress of your investment portfolio and adapt it to your changing needs
- Work with your professional advisors if you wish, including your accountants and lawyers, to ensure the efficient, seamless management of your wealth
- Make sure you understand your balance sheet
Our team is here to assist you in achieving what matters most in life. We are here to help.
What matters most… relationships.
We will advocate for you and with you. We will be the best possible advisor for you and your unique situation. We’ll operate with uncompromising objectivity, respect, competency, honesty and integrity. We strive daily to earn and maintain your trust.
We take the time to truly listen to, and understand our clients’ most deeply held values and life goals. We also look at the major aspects of your financial life, including your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will create your personal definition of financial success and work with you to translate this into a comprehensive plan for you and your family.
We work to ensure an integrated approach and use strategies and services that work to empower you at every stage of your personal and professional life; we are in the business of family.