WALTHAM, Mass.--(BUSINESS WIRE)--Montis Financial, an independent, fee-only wealth management firm dedicated to serving the full range of client needs, today announced it has formally launched its operations. Based in Waltham, Massachusetts, the firm applies an integrated approach to advising on investments, financial planning, and other financial services for intergenerational families.
Montis Financial is a boutique firm that applies extensive expertise to clients nationwide. The firm works under a quarterly fee structure or an hourly rate as appropriate, providing services and solutions that are led by life needs as well as by financial outlook.
“Montis is an exciting new venture that allows us to perform in a truly independent environment,” said Dr. Christiane Delessert, principal at Montis Financial. “We believe the newly evolving financial marketplace favors independent professionals, and our clients will benefit from our truly unbiased advice. We can guide families to the best investments and life planning services, without the conflicts that come with direct ties to other companies or products.”
Montis Financial is led by three mainstays of Boston area wealth management, each of whom served previously as the management team of Delessert Financial Services: Christiane Delessert, Ph.D., CFP, principal of the firm; Christopher Dalto, MBA, JD, CFP, president; and Jonathan Ullman, CFP, Director of Planning.
For more information, please visit www.montisfinancial.com.
About Montis Financial
Montis Financial (www.montisfinancial.com) is a fee-only, boutique wealth management firm specializing in services for high net worth intergenerational families. With the full range of expertise at their disposal, Montis Financial is there for clients at all of life’s corners. From an investment perspective, the firm emphasizes a contrarian approach with a core philosophy that combines asset allocation and value investing. This strategy is founded upon objectivity that allows for an "open architecture" platform, creating the environment for constructing portfolios with the best funds and managers available.