Architects of a lasting legacy Private Wealth Management

Montclair Investment Partners Monty Cerf, Gerald McGinley, John R. Barefoot II, Parker Brickley, Matthew Dunn, Maryellen Frank, Ross Mellor, Jordan Baron, Michael Davey, Adam Jackson, Judy Lin

Montclair Investment Partners


phone

212-821-7052



phone

855-771-9967





address

Private Wealth Management
299 Park Avenue
26th Floor
New York, NY 10171



Preserving your wealth. Helping to protect your legacy.

With over a century of combined experience, our team manages wealth for a select group of highly successful individuals, family offices, foundations and endowments throughout the country. We respect your time and priorities and offer you comprehensive, professional capabilities to simplify your financial life.

Our holistic wealth management approach is based on a clear understanding of your needs. We provide individualized solutions that are dynamically managed over long periods of time. With our sophisticated investment and planning tools, we help mitigate risk, seek to optimize returns and offer the potential to minimize taxes and facilitate efficient asset transfers.

Long-term relationships

A lifetime of success represents more than your accumulated wealth

We understand the importance of helping to protect all you’ve built for your family today and for future generations.

  • Our dedicated client service team is always accessible. Clients appreciate our efficiency and commitment to responsive communication.
  • For many, we serve as a virtual family office that supports them, their families and heirs in fulfilling philanthropic, estate planning, insurance and wealth transfer goals.

Holistic wealth management

Guidance that looks beyond your investment portfolio

We focus on simplifying your complex financial life. This is essential to how we work together. With comprehensive planning, prudent portfolio construction, vigilant due diligence and rebalancing, we help you achieve what matters most.

  • We are passionate about the care we take with our clients’ wealth. We provide access to the best opportunities by accessing all resources, including, but not limited to, the deep capabilities of UBS.
  • We use an extensive network of investment and estate planning, insurance and financial planning specialists across UBS and beyond. This complements and deepens the advice we offer.
  • Through our wealth management education efforts, we help prepare future generations for the responsibilities that come with inherited wealth.

Investment advice

Planning and portfolio structuring shape your personal strategy

Planning is critical to our decision-making process. We recommend solutions that are fully aligned with the goals established in your financial plan.

  • We are committed to identifying the best investment solutions for our clients, leveraging the enormous due diligence resources of UBS. Most investment managers we utilize are external to UBS. On occasion we find distinctive strategies within the firm that merit consideration. We are also disciplined about changing managers if they do not deliver results.
  • Each portfolio is tailored to reflect the particular risk, liquidity, tax and style considerations of each client.
  • We leverage the expansive global resources of one of the world’s leading wealth managers. However, objective and unbiased thinking is fundamental to our practice and the solutions we recommend for you.

Customized solutions

Comprehensive services fully aligned with your goals

As your individual needs evolve, we can draw from a broad range of services over time.


Financial Goal Analysis
A customized assessment of your current and future finances, your goals and the plan to pursue them

Investment advisory services
Customized advice and objective investment recommendations

Investment planning
A detailed road map for meeting investment objectives

Asset allocation modeling
Deep analysis for creating appropriate diversification

Retirement planning
Strategies to prepare for the lifestyle you envision


Tailored financing solutions
Credit solutions, including securities backed lending, pre-IPO lending and mortgages as well as customized solutions for private aircraft, art, and yachts

Estate planning strategies
Trust structures, lifetime gifts and insurance planning

Philanthropic services
Integration of philanthropy into your overall financial plan

Income protection strategies
Business continuity strategies, annuities, life and disability income insurance

Our perspectives

About Montclair Investment Partners

Insights

Creating your legacy

Creating a legacy that lasts

Is your network secure?

Is your network secure?