Montello Wealth Management is a Registered Investment Advisory firm located in Jupiter, Florida. We offer comprehensive Wealth Management strategies and professional money management for individuals and families focused on protecting and growing their wealth. 
Our investment platform is designed for the conservative investor who would like to build wealth and generate current income with modest market risk.

The Rising Dividend Growth Portfolio and the Multi Sector Dividend Portfolio are the cornerstones of our investment platform. Both portfolios invest directly in high quality companies who consistently increase their dividends year after year. Each portfolio provides solid income and dynamic performance that has outperformed the S&P 500 over the past 1, 3, 5 and 10 year periods.

As a fiduciary registered with the SEC, a NAPFA registered advisor and a member of the Financial Planning Association we are committed to establishing the highest level of trust with clients.