Our 5-Step Private Wealth Management Process

Through our 5-Step Private Wealth Management Process, our Team will remove anxiety and be a force of calm in our clients’ lives in order to help them achieve financial independence by focusing on corporate culture, the client experience, private wealth planning, and asset management.

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


Private Wealth Management Process