Make life option rich.™
The wealth strategy firm built for life’s biggest decisions.
America’s Top RIAs
Top Financial Professionals
Best-in-State Women Wealth Advisors
Best Workplaces in America Honoree
Best-in-State Next-Gen Wealth Advisors
Monument did not pay to participate or receive these awards. Please review Important Disclosure Information related to our rankings.
Monument did not pay to participate or receive these awards. Please review Important Disclosure Information related to our rankings.
with success comes complexity
You’ve Built Success. Now What?
Success brings complexity: business stakes get higher, things like equity compensation get harder to navigate, and every decision seems to carry more weight.
You want to make intentional choices about what comes next.
- To prioritize what matters most.
- To stop wondering if there’s something you’re missing.
- That’s where we come in.
WHAT WE DO DIFFERENTLY
Advice That Meets You in the Moment
We don’t just manage wealth. We create the clarity you need to navigate the most important decisions of your life. Monument is your second brain, a thinking partner that sorts through your complexity—so you can focus on what truly matters.
Because you don’t have the mental space for scattered advice or option overload. Monument connects the dots for you.
Bespoke Investment Management
Thoughtfully constructed, actively managed portfolios tuned to your goals.
Decision-Centered Wealth Planning
Strategy that adapts to your life, built around your key decision moments
Second Brain Partnership
One coordinated team, one point of clarity, one aligned strategy.
“I just want to know: What are my best options—and why?”
Ever had the same thought? You’re not alone. That’s exactly what we aim to deliver.
WHAT WE DO DIFFERENTLY
We Do the Work—So You Can Make the Call
Our clients are curious, discerning, and committed. They want to know we haven’t left any stone unturned. So that’s what we do.
Clear, Human Advice.
No jargon. No sales pitches. Just what you need to know, when you need to know it
Time-Saving Intelligence.
You get options—summarized and prioritized—with data-backed reasoning behind every recommendation
Earned Trust, Re-earned Often.
We show our technical strength by how well we distill it, not how long we talk about it
Monument’s Leadership Team
OUR COMMUNICATION STYLE
“Here’s what we know. Here are your best options. Here’s our top recommendation. Here’s why.”
The Wealth Check: Start with Clarity
Our process starts with your questions and ends with clear next steps. The Wealth Check is our no-pressure way to see if we’re the right partner for you.
Let’s Get Acquainted
Schedule an introductory call with an advisor
Discovery Meeting
Do a deeper-dive into your current state, priorities and goals
Wealth Check Report
Get a complimentary audit of your current wealth strategy
Next Steps Together
Decide if you want to hire us. Either way, you'll walk away with insight.
Let’s see if we’re a fit and discuss your complimentary Wealth Check
Don’t just take our word for it.
Please Note: Limitations. No cash or non-cash compensation was paid or offered by Monument for the above testimonials. Keeping in mind that no two situations or experiences are exactly alike, none of these testimonials should not be construed as any assurance that Monument may be able to help anyone achieve the same satisfactory results or experience. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Monument is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available upon request or at monumentwealthmanagement.com/disclosures.
Please Also Note: Testimonials (positive and negative) from both clients and non-clients are available for review on our Google Reviews.
INSIGHTS FROM OUR INVESTMENT TEAM
Smart People Stay Curious
We reserve our most thoughtful insights for our private community. Subscribe to our Private Wealth Newsletter for access to our OFF THE WALL Insights Playlist—monthly advice on markets, wealth strategy, and answers to the smart questions investors are asking right now.
We’ll never spam or share your info. Just smart insights, when they matter.
Your wealth strategy questions, answered.
We don’t spam or share your info.
How should I Invest my money?
Your portfolio should reflect your life, goals, and values. At Monument, we build and manage multi-asset portfolios that are diverse, data-driven, and tailored to your specific situation. Want recommendations? Schedule a complimentary wealth check with our team.
How much should I pay for wealth management services?
You deserve clear, aligned advice—without product sales, commissions, or hidden incentives. Monument is a fee-only fiduciary, subject to regulation by the SEC. Our fees are billed quarterly based on your asset level and the services you receive. You’ll always know exactly what you’re paying—and what you’re paying for. See our ADV and Form CRS to learn more.
How do I know if I’m missing opportunities to make smarter money moves?
It’s hard to make confident decisions when you don’t know what you don’t know. That’s why we act as your “second brain”—helping you surface blind spots, prioritize the big decisions, and stay ready for what’s next. You don’t need to study every option—we’ll do that for you. And we’ll show you the ones that matter most.
What does a strategic wealth partner actually do for me?
We believe that wealth should create optionality. As a strategic wealth partner, we connect the dots—investments, equity comp, estate planning, taxes, business exit plans—so each decision moves you closer to your option rich life. When you partner with Monument, you won’t have to manage the moving parts alone.
What if I’m already successful—why bring someone in now?
Success brings complexity. Whether you’re selling a business, inheriting assets, or facing a new life chapter, your financial world gets more layered and more impactful. We help you adjust at the speed of life—so you stay in control, make proactive moves, and protect what you’ve worked hard to build.
