entrepreneur magazine

Monument Named One of the “Best Entrepreneurial Companies In America” by Entrepreneur Magazine

MONUMENT WEALTH MANAGEMENT, AN AFFILIATE OF MONUMENT CAPITAL MANAGEMENT, NAMED ONE OF THE “BEST ENTREPRENEURIAL COMPANIES IN AMERICA” BY ENTREPRENEUR MAGAZINE’S 2016 ENTREPRENEUR 360™ LIST Monument Wealth Management, an affiliate of Monument Capital Management, was recently recognized as one of the “Best Entrepreneurial Companies in America” by Entrepreneur Magazine’s Entrepreneur 360™ List, the most comprehensive analysis of private companies in America. Based on this study forged by Entrepreneur, Monument Wealth…

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Monument Wealth Management logo

5-Step Business Exit Guide

See this infographic to learn about the five steps of exiting your business, all the way from “Wealth Transition Planning” to “Post-Sale Implementation.”  In the article, we take a look at both your company’s needs, and your personal needs, in each stage. Get the guide…

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content marketing

8 Impressive Examples of Content Marketing in the Financial Services Industry

By Lauren Kaye, Marketing Editor at Brafton Inc. Read the Full Article on Brafton.com > Marketers in the financial services industry are usually afraid of content marketing and social media, even though they understand how important these approaches are for success today. Concerns about compliance hold them back. Burdened by the need to provide disclaimers about financial advice, market predictions, etc., a lot of marketing teams mistakenly consider content strategies out…

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washington business journal best places to work

Cool Offices: Marine Turned Money Manager Keeps His History Alive (Video)

By Sara Gilgore, Digital Producer at Washington Business Journal See the video and article on the Washington Business Journal website > Walk into David Armstrong’s personal office and an explosion of color pulls your eyes to the opposing wall. Vibrant hues splattered over an orange backdrop mimic the drip-painting style Jackson Pollock made famous. Nearly illegible, the letters “CM” hide in the bottom-right corner of the abstraction. History hides in the art.…

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InvestmentNews

How to Develop Advocates for Consistent, Ideal Referrals

Our first in an ongoing ‘Adviser’s Consultant’ series, featuring successful practice management strategies of advisers. By Liz Skinner Read article on InvestmentNews > Monument Wealth Management depends on its “advocates” for 90% of its new business, so president and co-founder Dean Catino spends much of his days keeping investment banking and other professionals up to speed on what his firm has to offer them. At least every three months, Mr.…

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goldman sachs 10k small businesses

Goldman Sachs 10,000 Small Businesses Class

Monument Wealth Management’s David B. Armstrong, CFA, Accepts Honorable Invitation to Goldman Sachs 10,000 Small Businesses Class. WASHINGTON, Oct. 21, 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, had the honor of being a scholar in the 2014 Goldman Sachs 10,000 Small Businesses class held in atBabson…

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InvestmentNews

You Don’t Have to Go it Alone

Whether its client complaints, staff rebellions or the competition turning up the heat, there’s nothing better than having a business partner with whom to share the pains… Read this article on InvestmentNews…

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PRNewswire

The “Monument Wealth Management News” iPhone and iPad Application

Monument Wealth Management Announces the Release of the “Monument Wealth Management News” iPhone and iPad Application WASHINGTON, May 13, 2014 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today the release of the “Monument Wealth Management News” iPhone and iPad application (app). Now you can browse Monument Wealth Management’s Featured Articles for Entrepreneurs and “Off the Wall”…

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Financial Blog - Investors Business Daily

To Attract Prospects And Retain Clients, Try Blogging

By blogging regularly, advisers can reach an audience wider than their client base. Using their posts to cultivate a following among their peers, community leaders and the media, enterprising advisers can grow into respected thought leaders. Read more…

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exit your business

Business Exit Strategies and Diversification

When preparing for major life changes, like exiting your business, you need to make sure that your wealth is not at risk.  You must consider all business exit strategies before knowing which one is right for you.  One key factor to managing risk in your portfolio is diversification, which you’ll learn more about in this article. After reading this article, you’ll find out: Why you should diversify your funds Why business owners often times do…

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exit your business

Are You Emotionally Prepared to Exit Your Business?

Find out which stage of mental readiness you fall into, and if you are prepared to exit your business! As a business owner thinking about selling your company, you face a unique set of challenges. If each of these challenges is met, the transition from your privately-held business into retirement is likely to be very smooth and successful.  Read more…

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