Integrated Wealth Management
Where financial precision meets generational purpose - investments, planning, and taxation coordinated under one roof to compound your advantage across every chapter of your life.
A Complete Architecture
for Your Financial Life
Most firms manage a piece of your finances. Montreux manages the whole. Our three disciplines - investment management, financial planning, and accounting & tax - operate as a single, coordinated strategy. The result is a financial life with no blind spots, no gaps, and no inefficiencies hiding in the space between advisors.
Investment Management
Strategic portfolios. Disciplined across every market.
We build and actively steward investment portfolios across equities, fixed income, and alternatives including private equity, real estate, hedge funds, and venture capital. Every portfolio is structured around your specific goals, risk parameters, and time horizon.
Learn More →Financial Planning
Your entire financial life, mapped and coordinated.
From retirement and estate planning to philanthropic strategy, insurance, and multi-generational wealth transfer, our advisors build a comprehensive plan that reflects who you are and what matters to you - and evolves as your life does.
Learn More →Accounting & Tax
Fewer taxes paid. No surprises. Complete compliance.
Tax efficiency is woven into every investment decision and planning strategy we make. Our accounting and tax professionals handle preparation, K-1 administration, proactive planning, partnership accounting, and business advisory services.
Learn More →A Defined Benefit Plan Built for
High-Income Business Owners
If you earn well above the 401(k) limits, a Cash Balance Plan may let you deduct far more each year while building retirement wealth on a tax-deferred basis. Montreux designs plans in coordination with your investments, tax strategy, and long-term goals.
- $150K–$300K+Typical annual contributions for owners in peak earning years
- 3–5×More than a 401(k) alone for many business owners
- Tax-deductibleEmployer contributions that may reduce current-year liability
Potentially Reduce Taxes While
Accelerating Retirement Savings
High-income business owners may deduct significantly more than a 401(k) alone through a Cash Balance Plan. Use our free calculator to see an illustrative estimate for your situation.
Learn about Cash Balance Plans →Free · 60 Seconds
Tax Savings Calculator
Compare your current 401(k) contributions against what may be possible with an integrated Cash Balance Plan.
Calculate My Tax SavingsIllustrative only · Not tax, legal, or investment advice
Precision. Discretion.
Continuity.
Montreux Wealth Management was founded on a conviction that most people who accumulate significant wealth are, paradoxically, underserved by the financial industry. They have an accountant, an investment advisor, and perhaps a planner - but rarely does anyone hold the complete picture.
We were founded to solve that problem. Not by offering more products, but by offering genuine integration - a single advisory relationship that spans investment management, financial planning, and taxation, coordinated by a team that works as one.
Our leadership combines advanced investment and tax expertise through the CFA and CPA designations. By intentionally limiting the number of families and businesses we serve, we deliver the level of attention, responsiveness, and strategic guidance that complex financial lives deserve.
Begin the Conversation →Est. New York
Wealth Management
CFA + CPA leadership · Integrated advisory · Discretion by design
Every Meaningful Partnership Begins with a Single Conversation.
Pick a time that works for you. One of our principals will meet with you personally - 30 minutes, no obligation.
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Your information is handled with complete confidentiality.