Our Values Shape How We Work

At Promontory Wealth, we believe wealth management should reflect your values, goals, and future legacy. And we believe you should also know what is most important to us.

We built this independent fiduciary firm for discerning clients who value alignment, discretion, and performance. When the stakes are high and the details matter, we believe our blend of institutional insight and personal commitment offers a truly personalized experience for our clients.

Here’s what we believe makes us different:

R

True Customization, Not Just Allocation.

We build every portfolio in-house, led by CFA charterholders—no generic models or third-party handoffs. We use a disciplined, research-driven process tailored to your unique tax profile, risk exposure, and long-term objectives.

R

Strategic Planning at a Deeper Level.

We seek to integrate every layer of your financial life: investments, tax strategies, trusts, liquidity, and family dynamics. You’re not just getting an advisor—you’re gaining a strategic partner for your financial life.

R

Accessible, Personalized Service.

At Promontory Wealth, you’ll always work directly with decision makers. We intentionally serve a limited number of clients so we can focus on relationships, responsiveness, and reliability.

R

Transparency and Trust.

As fiduciaries, we act only in your best interest—always. Our transparency seeks to build trust and ensure that your financial strategy focuses entirely on your goals.

Client Login

Select one below.

Schwab Login
Fidelity Login