Montello Wealth Management, Inc. (“Montello Wealth”) is registered with the State of Florida as a registered investment advisor located in Palm Beach Gardens, Florida. Montello Wealth and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those states in which Montello Wealth maintains clients. 

Montello Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Montello Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Montello Wealth's web site on the internet should not be construed by any consumer and/or prospective client as Montello Wealth's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. 

Any subsequent, direct communication by Montello Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of Montello Wealth, please contact the state securities law administrators for those states in which Montello Wealth maintains a registration filing.  A copy of Montello Wealth's current written disclosure statement discussing Montello Wealth's business operations, services, and fees is available from Montello Wealth upon written request. 

Montello Wealth does not make any representations or warranties as to any unaffiliated third party, whether linked to Montello Wealth's web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

The information in this website was obtained or compiled form sources believed to be reliable; however, Montello Wealth cannot guarantee, warranty or represent as to the accuracy, validity, or completeness of any information or data. Montello Wealth cannot be responsible for any loss resulting from the transmission of information provided through this Internet website or its failure or interruption of service, and the information is subject to change without notice. Montello Wealth assumes no liability for the presentation or content for sites that can be links to or from this website.