Explore Our
“Off The Wall” Blog

Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.

Monument Named a Moxie Award “Boldness in Business” Finalist

Earlier this year, a Shulman Rogers attorney from our network reached out suggesting our company would be a great fit for the 2019 Moxie Awards, “Celebrating Boldness in Business.” This award brings together more than 300 DC-area business leaders of elite companies who show novelty, boldness and innovation.

After filling out a questionnaire about our practice, our Team is proud that the judges have named us an official 2019 Moxie Award Finalist!

Dave and Dean started Monument because they were inspired to jump outside of the norm and make the world of finance more creative, innovative and trustworthy. They wanted to bring clients clarity instead of inundating them with jargon and complex financial products based on sales goals pushed by a large corporation. Transformative approaches and ideas like these are the building blocks of Monument, which have led us to become a finalist for the Moxie Award.

“We received an unprecedented number of entries,” said Sarah Cody, the 2019 Moxie Award executive chairwoman. “We look forward to revealing the winners at the 2019 Moxie Award celebration.”

According to the Moxie Award website, applicants are evaluated on innovation, growth, industry leadership, community service and local achievements.

Winners are recognized in front of hundreds of business leaders at the Moxie Award Ceremony and Dinner on November 5th, where they are presented the unique Moxie trophy, a prestigious sign of their boldness.

It is a true honor when we get reminders like these that show our Team that while we’re always searching for a better way, we’re moving in the right direction.

Brittany R. photo

Brittany R. Dewberry

Director of Brand and Marketing

This Organizational Communications graduate from James Madison University has a minor in Spanish and loves to travel the world. She never expected to find herself working with a bunch of boring Financial Advisors… and never will. Brittany saw something different in Monument – a sense of innovation, creativity, entrepreneurship, mentorship, growth – all things inspirational that have kept her here, finding excitement in each day, since 2011.

Learn more ...

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative 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.

Please remember that if you are a Monument client, it remains your responsibility to advise 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. 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. 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 https://monumentwealthmanagement.com/disclosures/. Please Note: IF you are a Monument client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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 web site 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.

Stay up to date!

Subscribe to our “Off the Wall” Blog for articles and videos on all things wealth management, by all members of our Team. Unlike Facebook, we will never share your data with anyone.