“The Future of Wealth Management is Here.” – Forbes
Monument Wealth Management’s Jessica L. Gibbs, CFP® is Named on Forbes 2019 Next-Gen Best-In-State Wealth Advisors List!
Our Team is proud to announce our Director of Private Wealth Design, Jessica L. Gibbs, CFP® has been chosen as one of Forbes’ Best-In-State Next-Gen Wealth Advisors for 2019. The list recognizes the top wealth advisors in each state representing the future of wealth management. To guide the selection process, interviewers kept the following questions in mind:
“Is this someone that can offer impact? Would we recommend them to a friend or family member?”
Over 29,300 nominations were submitted for Next-Gen Wealth Advisor rankings; of these nominations, just 1,485 advisors were chosen to be featured on the Next-Gen Best-In-State Wealth Advisors List. The advisors on the list are selected by SHOOK Research based on an algorithm of quantitative and qualitative criteria, which include:
- In-person interviews
- Industry experience
- Compliance records
- Revenue produced
- Assets under management
Here at Monument, we believe in being different. We provide opportunities for people to use what they have to get where they most want to go- and tap not just their potential for wealth, but their potential for living. We are not just skilled advisors, but keen thinkers and creative problem solvers. Our most valuable assets are our people, and we are reminded of this every time a team member is recognized for the exceptional value they provide.
“Being a financial planner is honestly the most personally fulfilling career I could have asked for. I love being able to build strong relationships with our clients and am genuinely happy when I can help them figure out what their financial path forward looks like. And I couldn’t ask for a better place to be a financial planner than Monument,” says Director of Private Wealth Design, Jessica L. Gibbs, CFP®.
Forbes started Next-Gen rankings in 2017 as a way to recognize advisors they believe represent the future of the industry. Forbes states on their website, “Our rankings represent the true role models of the industry. They set the standards, and because these advisors are dedicated to always keeping their edge, they raise the bar.” We couldn’t agree more. Congratulations, Jessica!
See Jessica listed on Forbes 2019 Next-Gen Best-In-State Wealth Advisors List >
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 Wealth Management), 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.
All indexes referenced are unmanaged and cannot be invested into directly. The economic forecasts set forth may not develop as predicted. 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 Wealth Management. 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 Wealth Management 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 Wealth Management’s current written disclosure statement discussing our advisory services and fees is available for review upon request.
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.