Richard Del Monte, Jd, Cfp® Email & Phone Number

How do you make wealth management more impactful? It’s simple. You go outside the box. I’ve been in the wealth management industry for over 35, so I guess you could say that makes me an expert, but not in the typical sense. Your basic, run-of-the-mill financial planning doesn’t live here. My approach is much more about finding innovative solutions that enhance clients’ financial wellness, offering benefits they didn’t know were possible. And sometimes that means addressing things in a person’s lifestyle that aren’t even related to money. Shocking, right? Well, not really. Whether working with individuals, families, or closely-held business owners, there is so much more going on in their world than money. My passion lies in acting as a guide to navigating clients through challenging life transitions to make all of their goals become a reality. No, I’m not a life coach, and yes, we’re still talking finances here. It’s about looking at a client as a person and not a portfolio. This approach has become our culture, our way of life. And it drives me and the rest of our team, to continue to evolve, to find new ways to color outside the lines with effectiveness and efficiencies that surprise our clients every time. A perfect example? One of our clients had a large IRA with us, which prohibited her from doing a back door Roth strategy. We advised her to roll that IRA to her 401k at work so she no longer had a regular IRA and could now contribute to a back-door IRA. The client was blown away that we would recommend a strategy that resulted in our making less money. I told her the day I put my own interests ahead of hers is the day she should fire me. And that’s the truth. I take great pride in saying that these approaches are proven. I have been featured on FOX Business News, in The Wall Street Journal, New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and the Family Wealth Report. I am also the author of Endless Inheritance: Moving from Feuding to Flourishing in your Affluent Family. As a seasoned speaker, I’ve had the honor to present at various engagements, from TED talks to organization. Sharing what I know fuels my passion for growing, giving, and help others feel confident, secure, and find peace of mind. If you need a “Yes” man in life, that’s me. Believe it or not, it is possible to reach all your financial goals and more–because who doesn’t deserve to keep, grow and enjoy their money? Sound like something you’re struggling with? Then let’s chat!

Listed skills include Conflict Resolution, Succession Planning, Business Strategy, Leadership, and 39 others.