Gayathry Abraham, Helga Pitt, and Lillian LeBlanc

Personal, Attentive Relationships

The cornerstone of Montis Financial, LLC is the personal, attentive, interactive relationships with clients and their families that grow from the honest and trusting conversations relating to goals, priorities and realities.

This essential trust, engendered from these close and fostered relationships, allows the Montis Financial team to organize, clarify and simplify clients' financial affairs, including retirement planning, education funding, risk management and tax planning.

Clients count the Montis Financial team as part of their team of advisors, and appreciate their unique position to build comprehensive wealth management through charitable giving strategies, accounting and estate planning.