Our Independent Private Wealth Management Firm

We Believe in Being Different

Monument Wealth Management is a private wealth management firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.

Based in Alexandria, Virginia, Monument serves the greater Washington D.C. area and beyond, specializing in helping high-net-worth individuals who worry about outliving their money, passing on wealth in the most tax-advantageous manner to family or charity, and issues facing business owners before, during and after a liquidity event.

Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.

We created Monument so we can be innovative and respected in an outmoded and antiquated industry, offering clients our unique Private Wealth Management experience completely unconstrained by any large corporate agenda.
Because Monument operates as an independent firm, the team provides only unbiased financial advice, and recommendations that are best for each client’s individual situation.
Monument’s clients have seamless access to all members of the team, allowing them maximum exposure to a wide range of specialties.
Monument’s proven expertise and hands-on approach to managing wealth eliminate the middleman and allow clients firsthand access to those who are actually managing the investments.

 

Read Our Pledge to Our Clients >