Monterey Private Wealth, Inc.

About Monterey Private Wealth, Inc.

<p>Founded in 2004 by Jay Cohen, Monterey Private Wealth, Inc. is a registered investment advisor that works with retirement plan sponsors and private clients on investment oversight and planning.</p> <p>Headquartered in Monterey on California’s Central Coast, with an additional office in Pleasanton in the East Bay, the firm supports organizations across the greater Bay Area and the Central Coast. As of 2026, Monterey Private Wealth reports $1.1B in assets under management.</p> <p>On the retirement plan side, the firm advises on 401(k) plans and handles fiduciary roles as both a 3(21) co-fiduciary and a 3(38) investment manager. That includes help with plan operations, provider coordination, and participant education. For individuals and families, the firm provides investment management, financial planning, tax planning, and estate planning strategies.</p> <p>One point that sets Monterey Private Wealth apart is its independent approach with no sales quotas or proprietary product requirements, which allows it to build plan lineups and client portfolios without a house-product mandate.</p> <ul> <li>Retirement plan consulting for 401(k) sponsors</li> <li>3(21) fiduciary support and investment guidance</li> <li>3(38) discretionary investment management</li> <li>Participant education and plan operations support</li> <li>Investment management and financial planning for private clients</li> </ul>

Website: https://montereywealth.com/