Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

You want …

  • to properly understand your risks

  • less hassle and less anxiety about the unknown

  • more control over your time and options

  • answers to your specific questions, not everyone else’s

wealth design in progress with our team

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 are best positioned to help people who generally have at least $5M in assets.

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.

E. B.

Monument Client

“Monument spent the time getting to know us, what we wanted our future to look like, and answering the fundamental question of ‘what do you want the money to do for you?’ Professional, responsive, and knowledgeable. We’re in good hands!”

T. P.

Monument Client

“My wife and I have trusted MWM with our portfolio for the past 13 years. We’ve never been DiYers with our investments, so we definitely value the professional, tailored advice we have received. Most importantly, the results have exceeded our expectations.”

J. M.

Monument Client

“[The Monument Team is] detail-oriented in getting to know us and our goals, thoroughly prepared, straightforward and concise in every meeting, responsive to questions in a manner that makes us feel like we’re their only clients. We also love the blog and commentary that cut through all the market fog and hype.”


Monument Client

“I have worked with a number of wealth management firms and have consistently found Monument Wealth Management to be the best by far…If you crave the personal attention of a boutique firm that values client service and personal connection, this is The place for you. The team is smart, stable, and responsive.”

Please visit our Google Business Page to view all of our reviews.

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