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Monument Wealth Honored as Community Leader Through CARE Awards

CARE_Awards_Wealth Management

For the third consecutive year, Northern Virginia Family Service (NVFS) selects Monument Wealth Management as a community leader with family-friendly policies and outstanding employee engagement to receive its Companies As Responsive Employers (CARE) Awards.

For more than 25 years, the CARE Awards have recognized outstanding companies making Northern Virginia a better place for everyone to work, live and play. Community engagement, employee engagement, company culture, and progressive family-friendly policies are all major factors considered when selecting CARE Award winners, with a special focus on community.

This is the third consecutive year that Monument Wealth Management will be a recipient of the CARE Award! So what are we doing new this year compared to 2016 and 2017?

Our Virtual Experience

Monument is always researching and adopting the latest technology to improve our client experience and expand our ability to efficiently and effectively do what we’re here to do: provide financial advice.

Offering virtual meetings by video and using collaborative cloud-based systems has not only improved our communications with clients, but also allows us more flexibility to work outside of the office. For example, our Forbes “Top Next Gen Financial Advisor,” Jessica Gibbs is seamlessly working from San Antonio, TX while her husband serves as a U.S. Army officer at Fort Sam Houston.

Our Associate Portfolio Manager, Eitan Boral is also relieved to have the ability to work remote when needed. He explains, “With a young child in school, my wife and I are grateful for the flexible schedule here at Monument. I can work from home when schools are closed and take time off for parent-teacher conferences and other events. It’s important to us that we’re very involved in our daughter’s life, so it’s nice that Monument is supportive of that.”

Ronald McDonald House Sponsorship PHOTONew Event Sponsorships

Another way we’ve grown this year is through our sponsorships and community involvement. There are two major events we sponsored and participated in for the first time this year: Ronald McDonald House’s Charities of Greater Washington D.C. Red Shoe 5k and National Center for Children and Families’ Neediest Kids Foundation golf tournament. You can read more about the ways we give back to the community and our charity involvement on our Monument Gives Back page on our website.

Wealth Management Charity Golf Photo PHOTO

Corporate Social Responsibility

Last, we’ve incorporated official Corporate Social Responsibility standards into our internal Brand Guidelines and policy manual for Team Members. These standards outline how our policies and values positively impact our clients, interns, community and families, and is a major reason we were featured in the Northern Virginia Chamber of Commerce blog when they named us an Outstanding Corporate Citizenship award nominee. Although we have always been charitably inclined, putting this policy in writing as a core piece of Monument’s identity is a huge accomplishment and another step forward.

“CARE Award winners are leaders in our community who are both inspirational and aspirational,” shares Stephanie Berkowitz, president and CEO at Northern Virginia Family Service. “They continue to show us through their actions and their values that our economy, our community and our bottom lines are strongest when we engage deeply both within our community and with our people.”

Awards will be presented at the 26th Annual CARE Awards Breakfast, held Thursday, Nov. 8, 2018, at the Sheraton Premiere Tysons Corner. We will be celebrating the ways in which winning companies are engaging their employees and supporting our community through innovative corporate social responsibility tactics.

At the breakfast, a panel of local leaders including Charles Kuhn, President & CEO of JK Moving, Sheila Murphy, Founder & Partner at FlexProfessionals LLC, and Darcy Smith, Senior Vice President of Team Development at Custom Ink, will discuss the most CARE-ing practices at their companies. This year’s moderator will be Michael Neibauer, Associate Editor at Washington Business Journal.

About Northern Virginia Family Service (NVFS)

Northern Virginia Family Service’s breadth, depth and scope of services offer the resources and support to ensure that everyone in need, at every stage of life, maximizes their potential and fully contributes to a thriving community. We provide the essential building blocks for financial, emotional and physical well-being, serving as leaders and innovators for the Northern Virginia community. Every year, we empower 34,000 individuals and families to achieve self-sufficiency. With these essential resources, our community is better equipped for future success and engagement among all of our neighbors.

Photos from the Breakfast!

Monument Wealth Community LeaderCommunity Leaders NOVACommunity Leaders Northern VirginiaMonument Wealth CARE Award Northern Virginia Wealth Management Awards

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.

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