Mont Wealth Advisors

Mont Wealth Advisors company information, Employees & Contact Information

Mont Wealth was founded as a boutique, independent wealth advisory firm to provide a higher level of service to investors who deserve more. Founder and Director Rob Pizzichetta, leverages his 20 plus years of expertise advising Australias leading industry superannuation funds, Australian Active Managers, US Active Equity Funds and High Net Worth individuals through various investment cycles via asset allocation strategies. Mont Wealth’s DNA brings that institutional service to individuals that deserve more. Mont Wealth’s investment process is supported by 2 additional diverse thinking investment committee members to identify the most attractive investment opportunities depending on the market cycle for growth and income investors. Our 3 person investment committee provides governance, process and diverse thinking to aid investing strategies and asset allocation. Our mission is to help clients grow and protect their wealth offering high levels of communication, education and building long-term and trusted relationships based on mutual respect and value.
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