Laurence Montello (CFP®, CLU, RFC)

Laurence Montello focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Montello Wealth Management specializes in financial planning and investment strategies designed to protect and grow your family assets.



NAPFA Start Date

July 22, 2011


This Office

2401 Pga Blvd Ste 280 Palm Beach Gardens, FL 33410-3516 Phone: (561) 694-6660