Private Wealth Management

Wealth Defined on Your Own Terms

Through a rigorous focus on long-term cash flow-based Private Wealth Planning SM 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 terms, and then creates a flexible plan designed to achieve their goals and manage liabilities. The results of your Private Wealth Planning SM 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 will walk you through our Private Wealth Management process… We hope you enjoy, and would love to hear your feedback!


Part 1: Meet Monument Wealth Management

Part 2: The Blueprint Process

Part 3: The Monument Triangle

Monument’s 5-Step Process