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Monument Listed as Forbes Best-In-State Wealth Advisors
This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
This year, our very own David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA® made it onto the coveted list! The two co-founders share an entrepreneurial and renegade spirit, which got them to where they are today.
Our advisors stood out among the rest because of our work with our clients. There is simply no substitute for sitting down with people who know how to listen, and can help you co-create a plan that’s yours and yours alone. We don’t pay lip service to what sounds good. We go with what works for you. Every time.
We take a collaborative, creative, customized approach to turning 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, assests under management, and revenue produced.
We are happy to see the world recognizing our passionate, hard-working advisors for their work with our clients.
See the full “Best-In-State Wealth Advisors” list on Forbes website >
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.
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