To Our Clients

In light of the Bexar county shelter in place order we want you to know that Monticello Wealth is following our business continuity plan. We have staff working from home, as well as in the office, and all systems are operating as planned.

As the market has continued to react to the health and economic impacts of the COVID-19 epidemic, we are beginning to get more information on the scale and scope of government response both at a national and local level. 

We remain committed to the long-term for our investors. These are difficult times to stay the course of an investment plan. History has demonstrated a disciplined approach is favorable when it comes to investing. We don’t pretend to know the extent of the impact from the COVID-19 epidemic but we are committed to understanding as much as we can and working with you to chart a reasoned and sound course of action.

We are here to help and discuss any questions or concerns you may have. Please don’t hesitate to get in touch with one of your advisors:

Todd Brockwell: (210) 736-7717
Dan Slattery: (210) 736-7324
Kyle Grest: (210) 736-7798
Chris Kardys: (210) 736-7884