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Stephen P. Monthie

Managing Partner

"You spend your entire life building wealth and helping your family, and it’s important you choose an attorney that has the experience, depth of knowledge and care to protect it."

P: (518) 786-3534


623 New Loudon Rd, Latham, NY 12210

About Stephen P. Monthie

In his widely respected practice, Stephen P. Monthie, Attorney and Certified Financial Planner (CFP®), brings an extensive array of important services together under one roof for high-net-worth individuals. He offers integrated financial planning and legacy planning, tax planning and advisement, and estate administration for his clients. His advice and direction is tailed to meet the needs of his clients, designed to plan for his client’s legacy and to protect their wealth over generations.

He is sought after as a trusted attorney, advising clients both locally and nationally.

Trusted Attorney

As an experienced attorney and certified financial planner (CFP®), Stephen is unique in the area of trusts and estates. He is able to integrate his tax, estate planning and financial planning experience, with depth of insight and understanding that is unmatched. Clients choose to work with Stephen for his deep level of sophisticated planning and compassion in navigating challenging situations.