Private Wealth PlanningSM

Wealth Defined on Your Own Terms

Through a rigorous focus on long-term cash-flow based private wealth planning for every possible scenario and goal, Monument helps to remove the anxiety and uncertainty that can accompany financial success.  Monument helps each client define wealth on their own individual terms, and then creates a flexible plan designed to achieve their goals and manage liabilities.

The results of our Private Wealth PlanningSM process will direct the construction of your investment portfolio, which we will tailor to the appropriate level of risk for your particular plan.

These entertaining video animations below will take you through our Private Wealth PlanningSM process… Enjoy!

Welcome to Monument Wealth Management

Part 1

Watch this video! >

This is the first in a series of video animations that explain the Monument Wealth Management Process.  In this video you meet Blake and Sandra Shepard – hypothetical characters who represent typical Monument Wealth Management clients who are preparing for their company’s liquidity event.

The Monument Blueprint Meeting

Part 2

Watch this video! >

In The Blueprint Process, you follow along with Blake and Sandra, hypothetical characters who experience a Monument Wealth Management Private Wealth PlanningSM meeting. In the meeting, Monument helps them define wealth on their own individual terms which helps to remove the anxiety and uncertainty that can accompany financial success.

The Monument Triangle

Part 3

Watch this video! >

The partners of Monument Wealth Management use “The Monument Triangle” to create a Private Wealth Plan for hypothetical characters, Blake and Sandra.  Monument uses this information to create a flexible plan to achieve Blake and Sandra’s goals and manage liabilities. The plan also directs the construction of their investment portfolio, which Monument tailors to the appropriate level of risk for their particular plan.

Monument’s 5 Step Client Process

Watch this video! >
Monument Wealth Management has a 5 step process for new clients. It begins with an introduction meeting and ends in continual performance monitoring and allocation adjustments to fit each client’s evolving needs. Watch this video to find out more!