Our Services
Financial Planning
Let’s build your roadmap
Your finances shouldn’t feel like guesswork. Monte Nord starts with a forensic look at income streams, fixed costs, and lifestyle goals, translating raw numbers into a living, breathing cash-flow model.
From there we layer in tax efficiency, emergency-fund buffers, and milestone targets—college, property, sabbaticals—so every dollar has a job and every choice has a runway. The result: a roadmap you can actually follow, not a 60-page binder gathering dust.
Business Advisory
Your partner in growth
Scaling a company is equal parts data and gut; we bring structure to both. Monte Nord benchmarks your margin, burn rate, and market positioning against industry comps to surface the choke points holding you back.
Then we roll up our sleeves—cash-management tweaks, pricing strategies, vendor negotiations—delivering quick wins that fund longer-term moves like acquisitions or product expansion. Think of us as the CFO you don’t have on payroll.
Investment Strategies
Start building your future
Cookie-cutter portfolios are for robo-apps. We profile risk tolerance, time horizon, and liquidity needs to engineer an allocation that can flex with life events without torching returns.
Active where it counts—factor-tilted equities, direct indexing, opportunistic credit—passive everywhere else to keep fees microscopic. Rebalanced quarterly, reported in plain English.
Retirement Planning
Confidently plan ahead
Whether “retirement” means beach sunsets at 55 or a passion project at 70, we back-cast from your ideal lifestyle to today’s savings rate, taxes, and Social-Security strategy.
We stress-test the plan against market slumps and healthcare shocks, adjusting asset glide paths so you don’t outlive your nest egg—or your ambitions. Peace of mind is the point.
Risk Management
Shield your success
Most portfolios leak risk in places clients never see—insurance gaps, concentrated stock positions, even key-person dependencies. We uncover and quantify each threat in hard dollars.
Then we engineer hedges: umbrella policies, option overlays, asset-protection trusts—right-sized so you’re covered without paying to insure the apocalypse. Sleep better, build faster.
Why Work With Monte Nord?
Personal CFO Approach One lead advisor owns your plan end-to-end—strategy, execution, and check-ins—so you’re never bounced between departments.
Fee Clarity Flat retainer or AUM, spelled out before we start. No back-door commissions, no “surprise” line items—ever.
Proven Performance Portfolios stress-tested through two market cycles and a decade of client wins mean fewer sleepless nights and faster progress toward your goals.
Ready to run the numbers, not from them?
Reach out today. These buttons redirect to brunshouse.com