Creative Planning, which is one of the nation’s largest registered investment advisors (RIAs), announced that Monterey Private Wealth, a renowned financial advisory firm based in Monterey, California, has joined Creative Planning.
This alliance strengthens Creative Planning’s West Coast presence and enables Monterey Private Wealth to offer its clients an expanded suite of services.
Monterey Private Wealth, which oversees over $1 billion in client assets, has built a reputation for delivering tailored financial solutions and fostering enduring client relationships throughout California’s Central Coast.
Monterey Private Wealth’s decision to join Creative Planning was driven by shared fiduciary values and the desire to offer clients enhanced resources and support. Monterey Private Wealth clients will continue working with the same advisory team from the same office in Monterey.
Advisor: ECHELON Partners served as the exclusive sell-side financial advisor to Monterey Private Wealth.
KEY QUOTES:
“The Monterey Private Wealth team exemplifies the relationship-focused approach that has been the primary driver of Creative Planning’s success, and we’re thrilled to welcome them to the team. Their established reputation for client-centered financial guidance and their deep community connections perfectly complement our approach to comprehensive wealth management.”
– Peter Mallouk, President and CEO of Creative Planning
“Joining Creative Planning represents an exciting milestone for our practice and our clients and is a natural next step for our firm. We’ve always prioritized building meaningful relationships and providing customized financial guidance. This partnership enhances our ability to deliver an even more robust suite of services to our clients while maintaining the trusted personalized attention they have come to expect.”
– Cris Cabanillas, President and CEO of Monterey Private Wealth
