$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Monticello Wealth Management brings you over 120 years of combined financial services experience. Our mission is to create, preserve and manage wealth for our clients. To meet the goals and objectives of our clients, we develop wealth management strategies and provide portfolio management services. Utilizing a foundation of friendship, trust and confidence helps us to build lifelong client relationships. We believe we can provide solutions to life challenges in addition to helping our clients manage their portfolios.
Each member of our team has a specific role and responsibility. But beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Each generation of your family can rely on our high-touch service. We’re committed to simplifying your financial life with a broad professional network and a consistent approach to managing your wealth. We aim to
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.