MONTHIE LAW FIRM - Key Persons
Phillip is an estate planning and tax attorney and financial planner. In this role, Phillip works closely with high-net-worth individuals, couples, trustees and privately held companies to develop creative solutions to estate planning and complicated tax issues. His counsel and advice is built on trust, collaboration, and lasting relationships with his clients.
In his widely respected practice, Stephen P. Monthie, Attorney and Certified Financial Planner (CFP®), brings an extensive array of important services together under one roof for high-net-worth individuals. He offers integrated financial planning and legacy planning, tax planning and advisement, and estate administration for his clients. His advice and direction is tailed to meet the needs of his clients, designed to plan for his client's legacy and to protect their wealth over generations.
He is sought after as a trusted attorney, advising clients both locally and nationally.