Financial Advisors in Fort Pierce, Florida (Saint Lucie County)

Laurence Montello, CFP, CLU, RFC
Montello Wealth Management is an independent Financial Planning and Wealth Management firm located in Palm Beach Gardens, Florida. We offer comprehensive financial planning and wealth management strategies for individuals and families focused on protecting and growing their wealth. Our expert advice and comprehensive planning empowers clients to make smart decisions about: *Investment Management *Retirement Planning *Insurance Planning *Charitable Giving *College Funding *Long Term Care *Estate Planning *Tax Planning As fiduciaries registered with the State of Florida, we are committed to establishing the highest level of trust with clients. The members of our firm work as a team to provide the best in client service. We encourage you to visit our website at www.montellowealth.com for additional information. Please call us at . ... See More

Mary Baldwin, CFP, MBA

Sally Taylor, CFP, CPA/PFS, MSFP
KeatsConnelly is the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; Boynton Beach, Florida; and Calgary, Alberta Canada. Canadians usually feel completely at home in the United States because our two nations' social and cultural institutions are so similar. Many incorrectly assume that the laws governing investment, taxation and immigration are the same, as well. Unfortunately, this can lead to some unpleasant surprises, particularly when conducting basic financial transactions such as Canadians buying or selling American real estate. The complexities associated with moving to the U.S. are far greater than most people can even imagine.... See More

Our services are offered to successful companies who take their qualified retirement plans seriously. We are most effective with clients that have strong company cultures and are successful within their industry. We work with investment committees that are committed to creating outstanding benefit programs for their employees and strive toward fiduciary best practices.

Our consulting is focused on four major areas of your retirement plan:

1. Fees: We benchmark ALL fees inside of the plan to ensure that expenses are below comparable peers. This includes administration fees, investment fees, advisory fees, auditing fees and maximizing revenue sharing arrangements for the plan.

2. Reduction of HR Workload on 401k Administration: The reduction of 401(k) administrative burdens allows staff to focus on their key responsibilities outside of the retirement plan. A well designed plan, with proper vendor negotiation, can save the employer time and soft dollars by freeing up the administrative burdens often present on inefficient retirement plans.

3. Fiduciary Protection: Maximizing fiduciary protection for the investment committee is a key element to any successful retirement plan. We provide a strategic framework of fiduciary best practices for investment committees.

4. Goal Based Planning for Employees: Employees that retire “on time” and with sufficient incomes tend to be more productive and happier in the workplace. Companies with happy workers who are on the proper retirement income path tend to have less turnover of personnel. The top companies have strong benefit packages that attract and retain the best employees until retirement at a respectable age.... See More