Allinial Global is an association of accounting and consulting firms whose members reinforce client service by exchanging expertise, resources, and advice in a wide range of industries. Founded in 1969, Allinial Global is one hundred members strong and growing, with locations throughout the US, Canada, Mexico, Caribbean, and the larger world generating approximately $1.6 billion in collective revenues. As an Allinial Global member, we are proud to be an independently owned firm that’s passed the high threshold of association membership. Though each accepted firm excels in its own right, the strong relationships developed between peer firms combined with a free and fruitful exchange of ideas ultimately advance all of our service outcomes. Most important, though, is the shared Allinial Global commitment to provide the most client-centric service possible. When needed, we have the ability to leverage our membership in order find not just an adequate solution to your business needs, but the best-in-class solution anywhere in the world. At PKM, our goal is to be your most trusted advisors, both locally and globally. Allinial Global helps us deliver.
Monterey Wealth is a wealth management firm founded by Jay Cohen in March 2004. The firm’s philosophy is deeply committed to providing advice that is in the best interest of clients with fee structures that are completely transparent. Monterey Wealth’s core values of cultivating trust with every employee, client, and partner; never compromising on doing the right thing; treating partners, employees, and clients with respect; committing to continuous education; and only pursuing clients who exhibit a mutual respect for time, expertise, and guidance make Monterey Wealth a natural complement for PKM, helping to offer our clients a broad array of wealth management services.