Not-so-average wealth planning.
For your not-so-average investor.
If you’re looking for a wealth management firm with unfiltered opinions and straightforward advice that properly frames all risk, removes hassle, and empowers you to have more control over your time and options, you’ve come to the right place.
It’s what differentiates us in a sea of sameness. That and Private Wealth Design, our customized and collaborative approach devised to answer YOUR specific questions, not everyone else’s.
Intrigued? We thought you might be.
So How Do We Begin?
So glad you asked. Your Private Wealth Design begins with a 90-minute Monument Blueprint Meeting where we get to know you, your life, financial situation, and goals.
This meeting is also an opportunity to meet the entire Monument team including our mascots (who are very good boys and girls).
After the meeting, you’ll receive your specially crafted Monument Blueprint, which includes:
- A graphic portrayal of your personal circumstance as it exists today, all in one simple-to-understand document
- Our opinion on what to prioritize to meet your unique goals and objectives
- An engagement letter that outlines the scope of work for creating your Private Wealth Design and the next steps
The financial clarity you’ve always dreamt of is just a form fill away. Don’t worry, we’ll let the mascots know you’re on your way.
Does This Sound Like You?
We work with people who have an investment portfolio of $5M+ and are seeking clarity and conviction around their overwhelmingly complex financial situations, which often result from:
> Selling a successful business
> Receiving a sizable inheritance
> Working as a highly compensated professional
If this sounds like you, fill out the questionnaire below to set up a 30-minute introductory call with our Team to get acquainted.
Let’s See if We’re a Fit!