Del Monte Group, Llc

Description

• Since 1984 Del Monte Group (DMG) has been helping families find their Place of Possibility® through:-Integrated Wealth Management & Financial Planning-Family Wealth Coaching & Legacy Planning-Family Business & Succession Consulting-Preparing HeirsWe are nationally recognized experts helping clients create a Thriving Family Experience, which has been proven to lead to successful multi-generational wealth transfers. Clients who work with us care first and foremost about their families. They don't want their wealth to be a destructive force in their lives. They want it to enhance their lives as well as their childrens lives and empower them to be the best they can be. They understand that this means integrating financial, tax, legal, and business strategies with family dynamics and legacy planning. They want advisors who also understand and embrace that important truth; advisors who will help them resolve their differences and upsets, identify their most deeply desired outcomes around wealth and their family, and then guide them through their own unique and self-defined journey to becoming a Thriving FamilyTM. Our client families enjoy fun, energizing and fulfilling family experiences based on our Living in Possibility® process that strengthens relationships, heals the rifts that divide them, fosters communication, and cultivates unity within the family. We manage their financial assets and investment portfolios to support them on their journeys, and facilitate collaboration with their entire team of advisors to help them make their vision and purpose become reality. Clients enjoy a firm they can trust to help them make investment decisions that support their overall goal. Perhaps most importantly, we educate and empower client families so they can become successful investors in their own right. Investing becomes an enlivening and educational experience for the entire family.THIS is A Place Of Possibility®TEDxBellevue Talk: http://ow.ly/rv1oo Website: www.aplaceofpossibility.comFacebook: https://www.facebook.com/aplaceofpossibilityLinked In: http://ow.ly/rqc9aTwitter: http://ow.ly/rqcaI Google +: http://ow.ly/rqcez
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  Headquarters:75 Golden Meadow Lane , Alamo, California, United States

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  Phone Number: +1 925-736-6410

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  Website:

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Del Monte Group, Llc

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• |  NAICS Code: 523920  |

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