Monotelo Advisors

Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clientss goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of...

Monotelo advisors operates in the Financial services industry.

Monotelo advisors's revenue is 11m - 100m

Monotelo advisors has 11 - 50 employees.