Our “Off The Wall” Blog
is now Monument #Unfiltered

Subscribe below to receive our unique, straight-forward, unfiltered wealth advice delivered straight to your inbox.

Armstrong Speaks on Digital Strategy Panel at Barron’s Top Advisory Teams Summit

Barrons

Monument Wealth Management’s David B. Armstrong, CFA was a featured presenter on the “Enhance Your Digital & Social Media Strategy” panel at Barron’s 2017 Top Advisory Teams Summit, which took place in Las Vegas, NV from February 8th to the 10th.

Barron’s Top Advisory Teams Summit is an invite-only conference of financial advisory teams that focuses on the areas of Team Management, Business Development, Financial Planning and Relationship Management.

Armstrong was honored to be selected by Barron’s to help facilitate the digital and social media strategy discussion and Q&A at the prestigious conference. The discussion covered the topics of digital brand building, improving communications and enhancing team efficiency through the use of new digital tools, services and vendors.

“It’s always a pleasure to work with other top advisors and teams across the country to share ideas, learn what’s working and what’s not working for other teams, and bring back new initiatives to better our firm,” says Monument’s President and Co-Founder, Dean Catino, who attended the event.

Armstrong has presented at several Barron’s Top Independent Advisors Summits in the past in the areas of social media, corporate culture and Salesforce, and has spoken at a variety of other conferences over the years. Armstrong and the Monument Wealth Management Team continue to seek out and accept invitations for conferences, studies, and article features, to share all that they have learned from their experiences.

About Monument Wealth Management

Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, executives and other high-net-worth individuals transition to a life of long-term financial independence and wealth defined on their own terms. Based in Alexandria, Virginia, Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance is no guarantee of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.

A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.

Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Get Monument #Unfiltered: Our Free Private Wealth Newsletter

Our no B.S. wealth advice delivered 2x per month, max. Tuned specifically for busy, high-net-worth business professionals and investors who want straightforward advice without the fluff.