Monument Co-Founders Named as Forbes Best Wealth Advisors in Virginia for Third Year Running
Our wealth advisors have a track record of standing out for their passion, opinion and creativity that go into each and every client’s Private Wealth Design. Our clients want to create, and stand for, something worthwhile. And so do we.
This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets. We are proud to share that Monument co-founders, David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA®, have been recognized on this list of best wealth advisors in Virginia for the third year in a row!
Why did we make the list of Best Wealth Advisors in Virginia?
We believe Monument has been recognized because while other firms are too buttoned up to give it to you straight, our clients benefit from our unfiltered, educated opinions. We don’t just do “financial planning” but instead create Private Wealth Designs, which is a whole other ball game. By taking a collaborative, creative, and customized approach, we turn a wealth of ideas and resources into a blueprint that represents the life you want to live.
Each advisor on this list is chosen from criteria based on in-person interviews, compliance records, industry experience, assets under management, and revenue produced.
Congratulations, Dave and Dean!
See the full “Best-In-State Wealth Advisors” list on Forbes website >
A copy of Monument Wealth Management’s current written disclosure statement discussing our advisory services and fees is available for review upon request.
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.