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Phillip J. Monthie

Managing Partner

P: (518) 786-3534


623 New Loudon Rd, Latham, NY 12210

About Phillip J. Monthie

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.

Trusted Attorney

Phillip is able to draw from his experience as a wealth advisor, working with high-net-worth individuals and as a trusted estate planning and tax attorney. He meets clients where they are, with a sensitivity and attention to detail that is unique to develop sophisticated strategies to serve his clients’ needs.