At Monthie Wealth Advisors, we bring together financial, tax and legal expertise together under one roof to deliver exceptional service. We are built on trust and long-lasting client relationships.
About Phillip J. Monthie:
Phillip is a financial planner, tax and estate planning advisor. Prior to Monthie Wealth Advisors, Phillip worked at Goldman Sachs & Co. Private Wealth Management where he worked with ultra-high-net-worth individuals.
In this role, Phillip works closely with individuals, couples, and retirees, to develop creative solutions to meet their goals. His counsel and advice are built on trust, collaboration, and lasting relationships with his clients.
Trusted Advisor:
Phillip is able to draw from his experience as a wealth advisor, working with high-net-worth individuals and as a trusted estate planning and tax advisor. He meets clients where they are, with a sensitivity and attention to detail that is unique to develop sophisticated strategies to serve his clients’ needs.
Outside the office, Phillip can be found spending time with his wife and son, training for his next Ironman race or Ultra Marathon.
Education
- Albany Law School, JD
- Clarkson University, MBA
- Siena College, BS
Membership
- General Society of Mayflower Descendants
- Sons of the American Revolution
- Capital Region Triathlon Club
