Resnick Wealth Alliance, LLC

Monte Resnick is a financial advisor at Resnick Wealth Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Matrix Private Capital Group and Camden Capital, LLC. Resnick Wealth Alliance, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals and families, as well as business owners, attorneys, trusts, and private foundations. The firm manages approximately $110 million in client assets for about 45 clients through a two-advisor team, employing fundamental and cyclical analysis alongside modern portfolio theory across a broad investment universe.

Michelle Rey Lutein is a financial advisor at Resnick Wealth Alliance, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Matrix Private Capital Group and Camden Capital, LLC. Outside of her advisory role, she serves as managing member of a holding company for real estate properties. Resnick Wealth Alliance provides portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals, families, and institutions. The firm manages approximately $110 million in client assets through a two-advisor team and employs a range of investment strategies across various asset classes.