703.504.9600 info@monumentwm.com

Together, we can build something that lasts.

Your wealth is not a hot streak or the result of some uncontrolled, external factor. The way we build yours is a direct result of a Private Wealth Design we put in place so that you get where you want—with time to spare.

Introducing Private Wealth Design

Your life, financial and otherwise, is not simple, or straightforward. There are complexities and competing wants, big ideas and small obstacles. You can’t plan your way through a problem or fix it with a product; you must design a solution. And yours will be different from virtually anyone else’s.

This is Private Wealth Design: A collaborative, creative, customized approach to turning a wealth of ideas and resources into a blueprint that represents the life you want to live.

How to Choose a Financial Advisor

Must have Q&A to interview your future advisory team.

Private Wealth Design Checklist

Use this checklist to help guide you through the important planning stages of your Private Wealth Design.

Why Monument

Read our story, meet the team, and learn how we can help you!


Read our unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.

Awards & Press

Be sure to check out our awards and press!