A private wealth advisory
for families, founders,
and foundations.
ABOUT
Elliott Montgomery
Partner · Financial Advisor
Based on the North Shore of Kaua‘i, Elliott Montgomery advises high-net-worth families, business owners, and organizations.
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.
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.
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.
Kaua'i
5-4280 Kuhio Highway, Suite B203
808-445-9965
Areas of Distinction
Our focus is coordinating complex wealth with discretion and precision.
Integrated Investment Oversight
Public, Private & Alternative Investments
Advanced Tax Coordination
Risk Management & Asset Protection
Estate & Generational Planning
Family Office Coordination
Liquidity & Exit Strategy Planning
Philanthropic & Impact Planning
Strategic oversight for complex wealth.
Coordinated guidance across investments, tax, risk management, liquidity, and legacy planning.
OFFICE
5-4280 Kuhio Highway, Suite B203
Princeville, Hawai'i 96722
PHONE
(808) 445-9965