Join a “Who’s Who” of successful investors
To help us look after your wealth, we work with the wealth experts. Monterey Wealth is a financial services firm dedicated to helping private clients achieve financial security through wealth planning and investment management. Its institutional practice helps companies design and implement 401(k) plans that minimize costs, simplify investing, and maximize client experience through exceptional service and communication. Signature Bank has had a strategic alliance with Monterey Wealth since our opening in November 2005.
The firm’s clients are entrepreneurs, executives, professionals, and local businesses who realize that developing a wealth management strategy is critical for financial security. Monterey Wealth’s philosophy rests on three key values: provide well-thought advice in the client’s best interest, involve the right resources at the right time, and never lose a client due to lack of service.
Monterey Wealth was founded by Jay Cohen in March 2004. The firm is deeply committed to providing advice that is in the best interest of its clients, with fee structures that are completely transparent. Due to the growth of Monterey Wealth, Mark Koppelmann joined the firm as a partner in the fall of 2010. Both Jay and Mark are CERTIFIED FINANCIAL PLANNERS™ and are proud of their affiliation with LPL Financial, the nation’s top independent broker/dealer, as reported by Financial Planning magazine, June 1996–2011, based on total revenue.
Please note that all products offered through Monterey Wealth are not FDIC-insured, are not bank-issued securities, and are not guaranteed by Signature Bank of Georgia; they involve investment risk, including the possible loss of principal invested. Securities and fee-based money management are offered through Linsco/Private Ledger. Linsco/Private Ledger and Monterey Wealth are not affiliated with Signature Bank of Georgia.
Please let us know if we may arrange a meeting to discuss your comprehensive financial needs and goals. You may also call Jay directly at 404-201-2285. We also invite you to visit the Monterey Wealth Web site.
Note: All products and services represented on this page are not FDIC-insured, are not guaranteed by Signature Bank, are not obligations of Signature Bank, and involve risk-including possible loss of principal.