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The team from the Del Monte Group has recently formed an exciting new partnership with award-winning, Sacramento-based, Allworth Financial.

Founded over 30 years ago by Northern Californians, Scott Hanson and Pat McClain, Allworth is not only entirely comprised of professionals who mirror our devotion to client satisfaction, financial well-being, and personalized service, but Allworth recently had its 5th “Best in Class” designation bestowed upon it by the National Business Research Institute (NBRI), which ranks it among the most admired brands in the entire financial services industry.

With the new partnership, we will be relocating to a new office located at 1676 N California Blvd., Suite 410, Walnut Creek, California.

Our telephone number remains the same at (925) 736-6410.

We have new email addresses listed below.

Richard.DelMonte@AllworthFinancial.com 

Leonardo.Bojorquez@AllworthFinancial.com 

Joyce.Cheng@AllworthFinancial.com 

Jordan.Tyler@AllworthFinancial.com

You have been directed to the Allworth Financial website, where you will find all of us from the Del Monte Group awaiting the opportunity to help you reach your financial and investment goals, and, of course, working together to help you navigate any life transitions.

We want to thank you for the trust and confidence you have placed in us. With the added resources and technologies provided by Allworth, we will soon be able to offer you an expanded array of services. Please know that each of us at the Del Monte Group feels honored to be able to continue to serve as your partner, friend, and advisor.

Let us know if you have any questions. We look forward to seeing you soon!

You can learn more about our partners at Allworth Financial, here.

 

richard-del-monte-400x400

Richard Del Monte

Leo Bojorquez-400x400

Leo Bojorquez

Joyce Cheng-400x400

Joyce Cheng

Jordan Tyler

Jordan Tyler

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At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.