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“Future 50” Innovation Awards in Austin
Even though we’re proud Washintonians, there’s nothing like a little travel to spice things up! This October, we sent our Private Wealth Advisor, Erin Hay, CFA to represent Monument at the CityWire RIA Retreat in Austin, TX. While he was there, Monument was recognized as a Future 50 Independent Wealth Manager winner by the CityWire team!
Every year, CityWire likes to “recognize 50 RIA firms that best represent our vision of the future of the industry” through independence, diversity and inclusion, and sustainability.
CityWire hand-selects recipients for the award from a detailed list of Registered Investment Advisor firms who share these values. Breaking from the tendencies of the finance industry is one of the ways we have differentiated ourselves from the competition. According to the CFP Board and the Bureau of Labor Statistics, only about 32% of all financial advisors are women. Here at Monument, our 70% female wealth management team proudly represents an integral component of our identity. The women of Monument, majority of which are under 40 years old, are razor sharp, innovative, collaborative, and creative. They reflect the next generation of leaders at the firm by embodying the same vision of the future that CityWire seeks to recognize nationally.
We’re a company that trusts what works, while being wary of gimmicks and trends. When we think there might be a better way, we question the way things have “always been done”. Nothing makes that kind of disruptive innovation easier than Teammates, like Client Experience Manager Cathleen Phelps, who is motivated by “a challenge and a love of learning.” It’s this kind of entrepreneurial spirit that acts as the nexus for our brain trust, uniting a passion for numbers with a keen, renegade vision. Our unique team structure reflects the creative, collaborative work environment that spearheads our ability to provide our clients not just with good advice, but a wealth of insight.
Read more about the Financial Advisor Future 50 Award on CityWire’s Website >
A copy of Monument Wealth Management’s current written disclosure statement discussing our advisory services and fees is available for review upon request.
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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 the 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.
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