Monterey Wealth is a trusted wealth planning and retirement consulting firm in Dunwoody, GA, with over 19 years of experience in providing customized financial solutions. They offer transparent services, ensuring clients have a clear understanding of the value they receive, and their independence allows them to create tailored strategies that meet individual needs, free from any corporate influence.
With a focus on 401(k) consulting, Monterey Wealth provides cutting-edge resources to optimize plan efficiency and transparency. They offer tools such as the Co-fiduciary Monitoring System, Pension Resource Institute, Fee Comparison and Analysis, and Fund Lineup Comparison. Additionally, they specialize in Cash Balance Pension Plans, a powerful retirement and tax strategy for partners or owners of closely-held businesses looking to maximize contributions and decrease taxable income. Affiliated with leading 401(k) providers and Third-Party Administrators, Monterey Wealth ensures scalability, leverage, and knowledge sharing for their clients' success.
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