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New Independent Wealth Management Firm to Service Washington, D.C. Area.
WASHINGTON, July 21 /PRNewswire/ — One of the area’s most experienced wealth management teams announced today the formation of Monument Wealth Management, a boutique independent wealth management firm that will offer true unbiased financial planning, investment advice and asset management to high-net-worth clients in the greater Washington, D.C. area. Since beginning their careers, the Monument Wealth Management team has attracted more than 150 private clients in the U.S. in excess of $230 million in assets.
Based in Alexandria, Virginia, the Monument Wealth Management team brings over fifty years of combined financial markets, money management, and financial planning experience to this new enterprise. As independent advisors within LPL Financial, Monument Wealth Management will connect the power of the largest independent broker/dealer in the country with its boutique values to provide clients with paramount personal attention from senior partners, the finest financial planning advice and portfolio management and superior customized service.
“We are extremely pleased that this established and well-respected team chose to contribute their talent and integrity to the LPL Financial family,” said Bill Dwyer, President of LPL Financial Independent Advisor Services. “The Monument Wealth Management team brings the highest standards of excellence and accountability to financial planning and advisory in the Washington, D.C. area.”
The Monument Wealth Management team was most recently with Merrill Lynch in Washington, D.C. where they served respectively as advisors, financial planners and portfolio managers to high-net worth clients and their families, corporate executives of both publically traded and privately held companies, as well as small business owners. Through their individual areas of expertise, the founding partners cover the full spectrum of financial advice, planning, and money management. Each partner is either a Chartered Financial Analyst (CFA) charterholder or CERTIFIED FINANCIAL PLANNER (CFP(R)).
“We are thrilled to be launching Monument Wealth Management,” said David B. Armstrong, CFA and Managing Director. “We look forward to continuing our long-standing relationships with current clients and getting to know new clients — all of whom demand the highest standards of personalized client service, financial planning advice, portfolio construction and management, and accountability for investment success.”
Founding partners of Monument Wealth Management are:
— David B. Armstrong: CFA, Managing Director
— Dean Catino: CFP(R), CRPC(R), Managing Director
— Timothy Lee: CFP(R), Managing Director
— Timothy MicKey: CFP(R), Managing Director
Using an investment approach which consists of diversification across several portfolio strategies including cash, fixed income, equity and alternatives investments, Monument Wealth Management’s managing directors partner with the clientele to develop a customized financial plan that helps achieve long-term financial and lifestyle goals and aspirations. With regard to client base, Monument Wealth Management recommends a minimum of $1 million in investible assets to allow for maximum success from their asset allocation portfolio strategy.
About Monument Wealth Management
Monument Wealth Management is an independent boutique wealth management firm dedicated to paramount and personalized client service and unbiased financial planning, advice and asset management. Headquartered in Old Town Alexandria, VA, Monument Wealth Management’s managing directors serve as the firm’s financial planners and money managers. For additional information about Monument Wealth Management, visit www.monumentwealthmanagement.com or email: info@monumentwm.com.
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 the 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.