“I have enough to keep me afloat, but I’m still financially at sea. I want someone to tell me which direction I should be swimming in—and how hard.”
Over the last decade, we’ve learned a great deal about the kind of clients that gravitate toward our unique style and philosophy. We know most advisors wear button-down shirts starched within an inch of their lives, are awash in industry terms and grumbling about compliance. That really, really isn’t us.
Successful entrepreneurs, business owners and executives come to Monument for something new…something different. They express concerns like, “My advisor just wasn’t listening to me,” “She didn’t do anything to fix my problem,” or “He’s always trying to sell me something.” That really isn’t us either.
Are We a Fit?
You'll like us if:
We'll love you if you...
You won't like us if:
Do I have enough to work with you?
While we’d love to help every single person who wants to work with us, fact is, we’re a boutique firm—The value is in the quality of our work, not the sheer number of clients. So that means we’re choosy about who we work with.
To that end, we limit the complex Private Wealth Designs we create for people who stand most to gain from it—and that tends to be entrepreneurs, business owners and executives with at least $5MM in assets.
Are there exceptions? Sometimes, yes. But if we’re not a good fit, we’re happy to refer to you another advisor in the area that we like and trust.
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