Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
You want …
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to properly understand your risks
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less hassle and less anxiety about the unknown
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more control over your time and options
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answers to your specific questions, not everyone else’s
If this resonates with you, keep reading…
Our team will show you how to meet your goals using what we know today and adapt to the unforeseen changes of tomorrow—always with the unfiltered opinions and straightforward advice we’re known for.
Due to our highly-customized and in-depth approach, we specialize in working with people who have an investment portfolio of $3M+.
Private Wealth Design
Is a collaborative, creative, customized approach to turning a wealth of ideas and resources into a blueprint that represents the life you want to live.
This dynamic strategy and tangible action plan for your life, financial and otherwise, is designed around our core philosophy of leveraging patience, discipline and time.
You know where you want to go; we know how to design your path. Let’s work together.
Your wealth is not a hot streak or the result of some uncontrolled, external factor. The way we build your wealth is a direct result of a Private Wealth Design we put in place so that you get where you want—with time to spare.
What’s in a Name?
As a DC-area firm, monuments are part of what makes our home distinct. We believe in the name Monument because it signifies that what you build has value and is worth maintaining—and protecting.
Together, we can build something that lasts.
This is, in fact, both why our clients come to—and stay with—us for the long haul. Because anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.
Not sure we know our stuff?
See what our clients are saying in Google Reviews and browse our Off the Wall Blog for our Team’s unfiltered opinions.
Please review Important Disclosure Information related to our testimonials.
By Erin M. Hay, CFA
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