Creative Planning, a registered investment adviser (RIA), has announced that Monterey Private Wealth, a renowned financial advisory firm based in Monterey, Calif., has joined Creative Planning. The alliance, which officially took effect on March 31, 2025, strengthens Creative Planning's West Coast presence and enables Monterey Private Wealth to offer an expanded suite of services to its clients.
Monterey Private Wealth, which oversees more than $1 billion in client assets, delivers tailored financial solutions and fosters enduring client relationships throughout California's Central Coast.
Monterey Private Wealth's decision to join Creative Planning was driven by shared fiduciary values and the desire to offer clients enhanced resources and support. Clients of Monterey Private Wealth will continue working with the same advisory team from the same office in Monterey.
