A private wealth advisory
for families, founders,
and foundations.

Based on the North Shore of Kaua‘i, Elliott Montgomery advises high-net-worth families, business owners, and organizations.

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He operates a private wealth practice focused on the coordinated management of capital, spanning investment strategy, tax planning, risk management, liquidity planning, estate and generational planning, and philanthropic strategy, and working across public, private, and alternative markets.

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His work spans the full spectrum of wealth management, bringing structure and alignment to complex financial matters while coordinating closely with clients’ broader advisory teams.

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Elliott’s approach is grounded in alignment, discretion, and continuity. He serves as a long-term advisor, bringing clarity and structure to decisions that shape both present outcomes and long-term legacy. 

 

What drives him is service — helping clients bring every part of their financial life, investments, tax, and estate, into one coordinated plan alongside their broader advisory team.