Explore Our
“Off The Wall” Blog
Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.
Sought After to Speak at Financial Conferences Around the Country
Monument Wealth Management’s David B. Armstrong, CFA, Sought After to Speak at Financial Conferences Around the Country.
WASHINGTON, Oct. 28, 2014 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today that Managing Director and Co-Founder,David B. Armstrong, CFA, has recently spoken at numerous financial conferences around the country.
In the past six weeks, Armstrong has presented twice on how to institute firm operations that can help advisors prepare for a regulatory audit at LPL Financial’s RIA Symposium in Austin, Texas. He also spoke about digital marketing at the Money Management Institute’s Fall Solutions Conference held in New York City. Along with presenting, Armstrong attended the LPL Financial Business Leaders Forum in Austin, Texas, the Goldman Sachs 10,000 Small Businesses Program in Boston, MA.
Other conferences that Armstrong has presented at in the past include those held by Barron’s, the Securities Industry and Financial Markets Association, IndexUniverse, Investment Management Consultants Association, and more.
Armstrong loves to learn from other experts in the field, while sharing all that he and his partners, Timothy R. Lee, CFP®, CPWA®, and Dean J. Catino, CFP®, CPWA®, have worked through and learned from since they started their independent firm in 2008.
Just a few recognitions they have received include “Best Places to Work” awards in 2013 and 2014 from the Washington Business Journal, being featured in Research Magazine‘s 2012 article, “A Cool Place to Work,” their 2014 “Small Gem” award fromWashingtonian Magazine, and being named one of the “Top 100 Independent Advisors in America” by Registered Rep. in 2009 and 2010.
David B. Armstrong and the Monument Wealth Management Team continue to seek out and accept invitations for conferences, studies, and article features, to share all that they have learned from their experiences.
Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms. Based in the Washington D.C. area, Monument offers clients unbiased advice, true wealth planning, advocacy and access throughout the wealth creation lifecycle.
Read this article on PR Newswire…
Please see our important disclosure information.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of the Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.