Monterey Trust Management
... Seniors tend to
drive only when conditions are optimal - if the weather is bad or if
driving somewhere includes returning home after dark, a senior often
chooses to stay in rather than drive. Seniors are less likely to drive
while intoxicated or otherwise impaired and, when they choose to drive,
they are more likely to wear seatbelts.
death is a rather unpopular topic, we estate professionals have resigned
ourselves to the fact that most people consider our work repulsive.
However unattractive our work may appear to outsiders, Estate Planners
for the most part love the profession and find it challenging and
interesting. Communicating that fun and excitement to clients...well,
that can be difficult.
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Unlike traditional wealth management firms such as banks and brokerages, Monterey Trust Management, Private Client Services does not sell investment and financial products.
We do two things and we do them extremely well:
Family Office Services and Trustee Services
Monterey Trust Management works with your team of trusted advisors in a fully objective capacity helping identify and facilitate sophisticated legal and financial solutions.
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