
Monica Americano
My practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services.
I work with a broad range of clients who value and respect the advice I carefully cultivate for them in seeking the achievement of the following goals:
- Simplify their financial life
- Plan for an enjoyable retirement
- Manage risk and protect their family
- Minimize investment related taxes through advanced strategies
- Address long-term health care needs
- Educate the next generation on how to manage wealth and carry family values forward
- Achieve important philanthropic goals
The solutions I recommend are carefully coordinated to help provide you with the knowledge, tools and resources needed to succeed in today's fast-paced world.
I am here to help you make informed decisions on any financial issue you face.