How We Work
Not Just a Wealth Partner— Your Thinking Partner
It’s hard to be strategic when you’re busy juggling priorities like running a business, managing teams, and making time for your personal life. What if you had a trusted ‘second brain’ partner to help you get clear on your next best steps?
Our Approach
Your ‘Second Brain’
You’re a busy professional with limited time. We’re a proactive wealth management team that rises to the occasion when you start wondering:
- “How can I use what I have to start putting more of my priorities first?”
- “What am I missing that I should be doing?”
- “When can I make my next big move?”
Whether it’s a decision about taking a sabbatical, investing in a vacation home, or what to do with the money from a business sale or inheritance, we run the numbers so you can see your options clearly and move in alignment with your values.
The Good Stuff
Family Office-Level Thinking
Monument is more than a wealth manager. We’re you’re strategic thinking partner. Here’s what you can expect as our client.
Prepared Conversations
We research you as deeply as we research the markets—your needs, blind spots, patterns, and possibilities—so every meeting is focused and decisive.
Decision-Focused Planning
Your life is full of decision points. We help you make the ones that matter most—at the right time, in the right way.
One Integrated, Strategic Plan
All the pieces of your wealth plan are considered, together. We show you how one change in your financial plan ripples through the rest.
A Dedicated team
There's no 1-800 number to call. You get direct access to your team including a private wealth advisor, portfolio manager, and client experience manager.
Annual Strategy Meeting
A review of your portfolio, progress, questions, and options. In person or remotely via our state-of-the-art meeting tech—your choice.
A Monthly Investment Update
Each month, we send a written and video update from our team, including a jargon-free update on what’s going on in the markets, what trades we made, and why.
Personalized Recommendations
Everything from your asset allocation to your tax strategy and legacy plan is personalized to you.
Connecting the Dots for You
We have a trusted network of professionals to support your family, from tax attorneys to executive coaches to institutional lending partners.
Start with Your
Complimentary Wealth Check
See What’s Possible—Before Making a Commitment
In this complimentary wealth assessment, we pull together your income, savings, investments, goals, and key priorities into a single view—so you can see where you stand, where you may have blind spots, and what decisions are worth focusing on next.
wealth check
Your Wealth Check includes:
- A personalized “heat map” showing which areas of your financial life are in good shape, which need attention, and why
- Identification of your next best financial decisions—customized to your situation and timeline
- A discussion on asset allocation and how you could invest your wealth
- A snapshot of how we think and plan—so you can experience our strategic approach firsthand
With your Wealth Check report in hand, you’ll walk away with insight about your current wealth strategy as well as how we think. No pressure—just our thoughtful perspectives tailored to you.
