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Montis Financial, LLC Overview
Type
Multi Family Office
General Information
Montis Financial, LLC is a multi-family office headquartered in Waltham. Founded in 2012 by seasoned wealth advisers, the firm manages assets for high-net-worth families, providing integrated investment management, financial planning, tax, estate and legacy services aligned with intergenerational objectives. Montis pairs fee-only advice with independent research to preserve and grow family capital—delivering coordinated wealth and family-office solutions.
Contact Information
Website:
https://montisfinancial.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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