Fall - 2022

C A R M E L M A G A Z I N E • F A L L 2 0 2 2 81 When it comes to your wealth, jumping into questionable ventures can often lead to crash landings. At Monterey PrivateWealth we practice the virtues of discipline and consistency. We are fiduciaries – who always put your interests rst. Our investment strategies are based on sound economic principles involving diverse and high quality opportunities – all tailored to your speci c needs, values and concerns. Contact us to help you achieve the things in life that are most important to you – and away from the pitfalls of unnecessary risk. Not properly managing your risk is a dangerous leap. EVEL KNIEVEL 831.372.3426 MontereyPrivateWealth.com preserve. grow. prosper. TM