68
Growth Score
pts
Heat Score
-13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Monteith Wealth offers tax planning, investment management, and business consulting solutions.
About the Company
Monteith Wealth, LLC is a financial services company that combines tax and investment knowledge to provide comprehensive advice. The team consists of financial professionals, including Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs). They offer services such as tax preparation and investment management. The fee for these
services depends on the complexity of the task. For instance, the cost of tax preparation is determined by the intricacy of the return being prepared, while the fee for investment management is usually based on a percentage of the assets under management.
