Neil R. Montesano

As a Managing Partner of Allaire Wealth Management with over 20 years of experience in the financial services industry, I focus on building a personalized investment strategy for my clients while incorporating their goals and aspirations. Depending on their stage in life whether they are in the wealth building stage of their career or in their retirement stage, my approach is to remove the emotional connection with the use of sophisticated tools including Fundamental and Technical Analysis and portfolios aligned with the Efficient Frontier, so they can make better decisions as we both focus on long term disciplined growth.

When my clients transition from wealth building to retirement, the investment management and portfolio management process transitions as well. Although each client has their own strategy, the focus on preservation of capital, and income supplementation are the main objectives.  This process helps my clients fulfill their journey while enjoying their years in retirement. Helping to review that the plan is on track, is part of my everyday activity in keeping my clients’ goals on track.     

A graduate from New Jersey Institute of Technology majoring in civil engineering / construction management, I had a passion for the financial markets, as I would check the financial news and overseas markets in the early mornings. A career change was considered. This passion brought me to an investment firm called AG Edwards back in 1999. 

While studying at NJIT, I simultaneously served in the US Marine Corps Reserve for 6 years, stationed with the 6th MT Reserve Battalion located in Red Bank, NJ. I’m proud to have served my country and concurrently able to earn my bachelor’s degree.  

Critical thinking and communication skills, which I developed as an engineer are among the greatest assets I bring to Allaire Wealth Management, along with accountability, honesty, trustworthiness, and hard work. These are among many attributes you may expect from a Marine, Semper Fidelis.

I hold the Series 7, Series 63, Series 31, and Series 24 registrations with LPL Financial, and insurance licenses.   

I enjoy road cycling and I have accomplished many long rides of over 100 miles. My wife and I are proud parents of two children, both graduated from the University of Rhode Island, my son working in the financial sector and my daughter obtained her masters in speech pathology. We live in Ocean County, NJ and together we enjoy outdoor activities such as skiing, biking, golfing and boating.  

We are an independent financial advisory practice and offer our services through LPL Financial.  Our practice exists to serve the needs of our clients. We have no proprietary products, which means we are free to offer only investments we believe to be in your best interest. I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.