Wealth Management for Executives

Empowering Executives to Live Their Lives by Design, Rather Than by Default. Ready to get started?

Wealth Management Services for Executives

As an executive leader, this is where your talents really shine: You have a vision for where you are going, you just need the right team to help you get there.

Private Wealth Design is a creative, collaborative approach that turns your ideas and resources into a dynamic strategy and tangible action plan to achieve the life you want to live, with a special focus on the things we see most often with highly compensated executives.

Before it’s planned on paper, it’s designed in the mind.

Private Wealth Design Services for Executives

Here’s what our team can help you with. Click to expand each section and learn more.

Cash-Flow-Based Planning

Just like your company, your personal finances thrive on smart cash flow management. By analyzing your current and future cash flow, we help you:

Spot opportunities for long-term tax efficiency
Strategically allocate your post-tax income toward key short- and long-term goals
Model different scenarios to give you a clear picture of your path to success—whether it’s retirement, funding education, or making major purchases.

But clarity alone isn’t enough. We’ll work with you to build a practical action plan and get you where you want to go.

Stock-Based Compensation Analysis

Options? RSUs? We have experience helping clients with both. We’ll break down what you have now and factor in future awards so you can:

Plan ahead for taxes when your restricted stock vests
Prioritize exercising options in a tax-savvy way
Manage or minimize the risk of having too much tied up in company stock

We help you stay on top of the details, so you’re in control.

Investment Management

We build and manage custom portfolios in-house aligned with your purpose.

This looks different for every client, but for executives, our wealth management services focus on minimizing the risk of your exposure to your company, sector, or industry by creating a diversified portfolio that supports your goals and timeline.

Learn More About Our Investment Philosophy

Tax Planning

Cringe at your tax bill? We get it! High income often comes with high taxes. But with a holistic view of your financial life, you’ll get:

A review of your tax returns to look for any opportunities that were missed
Strategies like Roth conversions or Roth 401(k) contributions for long-term tax efficiency
Clarity on your tax picture year to year to plan for estimated taxes
The latest updates on tax law changes and how they impact your bottom line

Estate Planning

Executives often have complex estates. You may have the basics covered, but do you and your heirs fully understand how your assets will transfer? And are you maximizing exemptions and annual gifting exclusions? We’ll work with you and your loved ones to:

Align your asset titling and beneficiary designations to your estate plan
Illustrate how assets will transfer to heirs and project future dollar amounts using cash-flow planning
Suggest ways to reduce estate tax exposure

If you need an estate plan, we’ll connect you with a trusted attorney and guide you through the entire process.

Education Funding Planning

If paying for education is a top priority, we’ll project future costs and build a strategy—like using 529 plans and other investment vehicles—to help you save for and reach that milestone.

Charitable Planning

Many executives prioritize giving back.

Our wealth management services help you craft a giving strategy tailored to your cash flow, tax situation, and philanthropic goals. If a specific vehicle, like a donor-advised fund, is right for you, we can set it up in-house for a seamless experience.

Risk Management

Your income powers your long-term wealth. What if that changed? We’ll help you assess risks like disability, death, or liability, so you know where you stand and what solutions can protect you and your loved ones.

Working with Your Advisory Team

Just like building a team to drive your organization’s success, we believe in assembling the right financial professionals to advance your goals. We coordinate and align their efforts, partnering with:

Trust & Estate Attorneys: Help you properly document and implement your estate plan with our concierge experience and collaboration with your attorney.
Corporate Trustees: Is a professional trustee right for your family? We’ll help you decide and guide you in starting that relationship.
CPAs: Help you have a smooth tax season, validate strategies, and keep tax surprises at bay through collaboration with your CPA.
Insurance Professionals: Connect you to trusted professionals for life, disability, property, umbrella, and health coverage.
Lenders: Facilitate lines of credit and mortgages through Charles Schwab or independent brokers we trust.

We function as the “quarterback” of your advisory team. We keep everyone moving in sync, so you can focus on the bigger picture.

We’ve Been Serving High-Net-Worth Individuals & Families Since 2008

When you work with Monument Wealth Management, you get a whole team—not just a single advisor. Private Wealth Design gives you access to our entire group of credentialed, collaborative, and creative thinkers specializing in thoughtful, bespoke wealth management for executives. With seasoned financial expertise and a renegade spirit, we’ll help you extract creative opportunities in your wealth plan so you can take more control over your time and options.

*Please see Important disclosure and access additional testimonials (positive and negative) at https://monumentwealthmanagement.com/testimonial-disclosure/

Here’s How it Works:

We’re elevating your wealth management experience.

Take the quiz

Warning: We’re not for everyone. Take our short quiz below to see if we’re a fit.

Talk to an advisor

Once a fit is established, you’ll set up a call with a Private Wealth Advisor. In this meeting, we’ll answer your questions and review our wealth management services, process, and pricing. Then, decide if we move forward.

Free blueprint session

Next comes a complimentary Monument Blueprint Session. You’ll meet with our team to uncover your personal purpose for your wealth. Together we’ll discover, “what the money’s for” and develop a blueprint that graphically represents your situation and goals. We’ll deliver your personalized Monument Blueprint for your review, along with our proposal for engagement.

Pop the bubbly!

If you like what you see, we’ll sign our engagement letter, pop the champagne, and start creating your Private Wealth Design—together.