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Monument Wealth Recognized as Community Leader Through CARE Award

care_award_community_leaders

For nearly 30 years, Northern Virginia Family Service (NVFS) has recognized outstanding companies making the Northern Virginia region a better place for everyone to work, live and play. The CARE Awards endorse community-focused companies that exemplify distinguished community engagement, employee engagement, company philosophy, and culture.

For the fifth year, Monument Wealth Management celebrates as the recipient of the CARE Award!

 

Why is the CARE Award Significant to Us?

CARE Award

The CARE Award is recognized as an effective tool for increasing employee engagement, productivity, and workplace wellbeing. You can count on a CARE Award winner to demonstrate exceptional professional standards and to not just adopt but be on the leading forefront of industry best practices. CAREing companies are committed to employee satisfaction and a strong connection to the community.

At the core of Monument Wealth, we emulate the very monuments which are part of our landscape. Monuments mark pivotal points in history and celebrate people, moments, achievements, and victories. As a DC-area firm, we pride ourselves on building something not just sizable but significant, memorable, and worthy—and we can count on NVFS’s CARE Awards to always challenge us to be our best.

 

Our CAREing Efforts

Staying Connected and Informed During the Global Pandemic

At the onset of the pandemic in 2020, our Team established creative programs to better support our employees and community. We published blog posts and communications full of our unfiltered opinion and advice almost every day during the market crash to help our clients and the community remain clear-headed and as calm as possible. We also launched our new Off the Wall Podcast and our Resource Center on our website to help keep everyone informed. We implemented a morning video huddle every day to make sure team members felt connected and had plenty of (virtual) face-to-face communication, held two virtual retreats for our Team, sent care packages and birthday treats to employees’ homes, and had virtual lunches and happy hours. As for clients, we transitioned to 100% video calls and meetings, which has worked well and we will continue to offer moving forward.

Supporting Our Community

While we put our group community services outings on hold, various team members continued their volunteer work: Dave served on 3 non-profit Boards, Brittany stepped up as President of her volunteer group supporting local refugees and led their 2021 rebrand and relaunch, Cecelia continued her volunteer work with her church, and more.

As the crisis in Afghanistan unfolded Monument set up a matching donation for employees who wanted to give to International Rescue Committee’s local resettlement efforts, and Dave helped the Community Foundation for Northern Virginia establish their Afghan Relief and Resettlement Fund for Northern Virginia.

As you may know, we’ve collaborated with many different non-profit organizations in our area over the years. One of those partners is the Ronald McDonald House. We had the opportunity for the third year in a row to sponsor and participate in their Red Shoe 5k fundraiser, and our Team has cooked meals for the residents of Ronald McDonald House in the past.

“Whether participating in-person or remote, there’s a strong sense of community around the Red Shoe 5k—and community service in general—that brings us together in difficult times. With many people working from home, we need that now more than ever.” – Brittany Dewberry, Director of Brand and Marketing

Shaping the Future

As many other companies put their internship programs on hold, we decided to run our first 100% virtual internship and externship. We’ve partnered with a local non-profit, Campagna Center, to provide “Building Better Futures” externships to high school students with challenging circumstances and have launched our Small Business Internship with the goal of creating more diversity in the wealth management industry. We had the pleasure of working with and mentoring four interns and three externs in 2021 alone.

Monument Wealth is proud to be honored as a great place to work through Northern Virginia Family Service’s CARE Awards, and we appreciate being able to exchange ideas and practices with other CAREing companies!

 


 

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. They provide the essential building blocks for financial, emotional and physical well-being, serving as leaders and innovators for the Northern Virginia community. Every year, NVFS empowers 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.

 

About the CARE Awards Process

Businesses must be located (not necessarily headquartered) in the DC Metro Region, and companies of all sizes are eligible and encouraged to participate. All applicants are required to complete the application and an employee survey. A site visit (conducted virtually) may be required pending the results of the application and survey. The survey must be distributed to all of the DC Metro-based employees, and a 30 percent response rate is required to remain in consideration.

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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.