Monterey Wealth is a wealth planning and investment management firm dedicated to helping its clients realize their personal financial goals whether that be starting or buying a business, developing a wealth management strategy, or advising on the implementation and management of an effective savings program. Our process results in an implementation and monitoring strategy that gives our clients on-demand access to their financial accounts, financial plans, & vital financial documents. We utilize a state-of-the-art wealth management system which consolidates and simplifies our clients’ financial lives and that is available anytime, anywhere via the world-wide web. This system enables us and our clients to efficiently monitor their progress and adjust our strategies as needed.
 

Our Mission
Our mission is to develop deep, personal relationships to help our clients identify and achieve their financial objectives and to help them feel secure in their financial future.
 

Core Values
Our core values are the foundation upon which we base our decisions for the collective benefit of our clients, associates, and partners. Our core values are as follows:
 
Do not compromise on doing the right thing.
 
Take ownership of our clients’ financial goals.
 
Continuously improve our ability to coach clients in discovering and achieving their financial dreams.
 
Continuously cultivate our network for the mutual benefit of our clients, relationships, and self.
 
Only pursue clients who exhibit a mutual respect for our time, expertise, and guidance and who share common values, add energy, ensure fun, provide personal fulfillment, and inspire us to deliver “raving fan” service.
 

Value Proposition
We deliver value by being a total wealth management solution for our clients. This means we are the central financial advisor to our clients; we are their financial coach; and we are their chief financial architect. Independence, objective representation, and broad financial experience position us to be the coordinating advisor for our clients. We execute our value proposition by consciously limiting our client base and by being highly focused on delivering “raving fan” service.
 

Competitive Advantage
Our competitive advantage is our broad-based financial experience, our perspective and vision, and our wisdom. This combination is delivered in a way that consistently results in positive feedback from our clients including high marks for trust, sincerity, caring, and integrity.

Broad experience and perspective enable us to apply critical thinking and creative problem solving to situations that are not cookie cutter or one-size-fits-all. We take great pride in thinking about each client individually and developing custom solutions for their unique financial goals and objectives. To do this, we have invested a great deal of time, energy, and effort to obtain the experience necessary to deliver on our promises. Our diverse experience including corporate finance, accounting, taxation, mergers and acquisitions, banking, investment analysis, risk management, and wealth planning ensures that we are able to synthesize difficult problems and provide wise counsel to our clients in a responsible manner.
 

OurTeam
Jay Cohen – Founder & Advisor
Jay is the founding partner of Monterey Wealth. His philosophy is based on three key values: provide well-thought out advice, involve
the right resources at the right time for each client, and always deliver “raving fan” service.

Jay has a diverse background that includes corporate finance, taxation, accounting, investment analysis, and executive benefits consulting. He has a Masters degree in taxation from The University of Texas, is a licensed CPA in the state of Georgia, and has obtained

the CERTIFIED FINANCIAL PLANNER™ certification. He gained his business experience working at Ernst & Young, Genuine Parts Company (owner of Napa Auto Parts) and other entrepreneurial organizations. Jay’s common sense approach to wealth management
makes him uniquely qualified to coach his clients on wealth creation and preservation.

Monterey Wealth has established a successful strategic alliance with Signature Bank of Georgia to provide wealth management and retirement planning services for its customers. Signature Bank of Georgia has grown to over $150 million in assets in less than two years and has two branches (Dunwoody and Sandy Springs) and a loan production office (Forsyth County).

Jay is married, has two sons, lives in Sandy Springs, & enjoys coaching his son’s baseball team. He is involved in a number of organizations including serving on various committees
of the Buckhead Club, Board of Trustees for Quality Care for Children, and the Advisory
Board for Signature Bank of Georgia.

Jay was selected to become a member of PEAK, a national coaching organization dedicated to helping other top financial advisors grow and manage leading financial management firms. PEAK is lead by one of the country’s foremost wealth advisors, Ron Carson.
   

Robyn Barocas – Insurance & Client Service Specialist
Robyn began working with Monterey Wealth in March 2005. She has been a valuable asset in helping grow the firm. Currently, Robyn focuses on life and disability insurance underwriting and marketing and client service activities. Robyn has had numerous roles with various insurance brokers and carriers and has in-depth knowledge of life and disability insurance issues.

Robyn lives in Alpharetta, has two daughters and enjoys participating with them in school activities.
   

Terri Shaul – Securities & Compliance Specialist
Terri began working with Monterey Wealth in April 2007. She focuses on securities issues including client account set-up, portfolio maintenance, trading, and compliance. Terri is a twenty-four year veteran of the securities industry and has various securities licenses. Her vast experience has already been felt by Monterey Wealth and will be a tremendous asset as we grow.

Terri lives in Marietta and enjoys playing golf and traveling with her husband.