with success comes complexity
Strategies Designed to Create Optionality
Hard work in dynamic careers brings complexity that should be capitalized with bespoke investment strategy and careful planning for the future.
Integrated Wealth Management Services
Our wealth management services are designed to work together as your customized wealth strategy. These planning and investing strategies are not sold separately; they lay the foundation for every decision.
Investment Management
Custom portfolios built around your specific goals, risk tolerance, and liquidity needs using our proprietary, data-driven process.
- Strategy-first approach
- In-house asset management
- Regular performance assessment
- Transparent investment philosophy
Financial Planning
Align your financial life with your aspirations through clear, actionable frameworks that evolve with you.
- Goal-based planning
- Regular progress monitoring
- Clear recommendations
- Strategic guidance and financial literacy education
Cash Planning
Smart cash strategies analyzing current and future cash flow to optimize liquidity for near and longer-term goals.
- Cash flow analysis
- Strategic allocation
- "What if" scenario modeling & stress testing
- Optimal cash balance management
Stock Compensation Analysis
Navigate the complexity of RSUs, ISOs, NQSOs, and equity purchase plans with more clarity.
- Equity compensation assessments
- Tax planning
- Strategic timing guidance
- Concentrated position management
Tax Planning
Year-round tax-aware decision making, from making quarterly tax payments to capital gains optimization, integrated with your overall plan.
- Roth conversion strategies
- Deductions, deferrals, and distributions strategies
- Capital gains optimization
- Planning for quarterly tax payments
Retirement Planning
Build strategies for distributions, healthcare, Social Security timing, and coordinating income sources for your retirement vision.
- Retirement readiness analysis
- Distribution strategies
- Healthcare planning
- Social Security optimization
Estate Planning
Collaborate with your attorney to build coordinated strategies for asset transfer, trusts, and legacy intentions that reflect your values.
- Asset transfer strategy
- Trust coordination
- Legacy planning
- Multi-generational wealth planning
Charitable Giving
Strategic giving techniques including donor-advised funds and appreciated asset gifting to help maximize impact while supporting your goals.
- Donor-advised fund administration
- Appreciated asset gifting
- Gift timing & tax-efficiency
- Impact maximization
Education Funding
Strategic funding for private school, college, and graduate school while helping maintain balance across your financial plan.
- 529 plan optimization
- Funding projections
- Family support strategies
- Balanced approach
Risk Management
Evaluate existing insurance coverage to help create alignment with your risk tolerance and long-term plans.
- Coverage evaluation
- Risk assessment
- Strategic guidance
- Protection optimization
A Thoughtful Strategy, Centered on You.
At Monument, the real magic of our work is leveraging investment management and financial planning services to meet you at the most important decisions of your life with the options and perspective to act with intention.
Connecting the Dots Across Your Financial Life
Monument works with a curated network of trusted professionals to bring your professional and financial world into alignment. We act as your central hub, connecting your key advisors at the table.
- Trust & Estate Attorneys
- M&A and Business Advisors
- Executive Membership Groups & Networks
- Philanthropy Advisors
- Strategic Consultants
- CPAs and Tax Advisors
- Executive and Burnout Coaches
- Line of Credit Services
- Tax Attorneys
- Specialized Professionals (Photography, etc.)
