703.504.9600 info@monumentwm.com

Looking for clarity, conviction and meaningful advice about your wealth?

You’ve come to the right place.

Coming into newfound wealth opens a world of possibilities for you. But where to begin? Your new financial situation is unfamiliar and overwhelmingly complex.

You want to understand all your options and make clear, confident decisions about your new wealth and life.

Are we onto something? Keep reading…


Our clients are not looking for advisors in suits selling the investment of the day. They don’t have time for the typical financial advisor “blah, blah, blah” B.S. and jargon…and frankly, neither do we.

So let’s see if we’re a match.

*Due to our highly-customized and in-depth approach, we are best positioned to help people who generally have at least $5M in assets.

Co-Creating Your Future

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 action plan for your life, financial and otherwise, is meant to seamlessly integrate your entire wealth plan and investments, and is designed around our core philosophy of leveraging patience, discipline and time. 

Your Private Wealth Design takes into consideration the big picture and is not done the moment you create it; rather, it’s an ongoing process that we continuously revisit together and adjust to suit your life and goals as you and the world evolve. 

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!