Monterey Private Wealth is an independent Registered Investment Advisor catering to individuals, families, and foundations in Salinas. It provides advanced wealth management and financial planning services, including tax, estate, and retirement planning. With more than 75 years of combined experience, its staff assists clients in understanding their financial situations and investment objectives. The company has been featured on CNBC, Reuters, The Monterey County Herald, The Wall Street Journal, and Yahoo! Finance.