Private Wealth Design

At Monument Wealth Management, we are committed to purpose. Your wealth and potential for growth is much more than the sum of its parts. Navigating and understanding your goals allows us to create an authentic blueprint to help us design your future.

Together, we’ll help you build something that lasts…

What is Private Wealth Design?

Part 1 of 6

Private Wealth Design is a collaborative, creative, customized approach to turning a wealth of diverse opinions, ideas, resources, and investments into a design that represents the life YOU want to live.

A Monument Private Wealth Design is not done the moment it is created; rather, it’s an ongoing process. The Monument team remains available to continuously revisit it together and adjust to suit your life and goals, as you and the world evolve.

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Your Monument Blueprint Meeting

Part 2 of 6

We begin our Private Wealth Design process with what we call a “Blueprint Meeting”, where we get to know you, and learn about your life, financial situation, and goals.

After the meeting, we create your “Monument Blueprint”, which graphically portrays your complex situation as it exists today, all in one simple to understand document.

This step drives the creation of your entire Private Wealth Design.

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Co-Creating Your Private Wealth Design

Part 3 of 6

After mapping out your financials and completing an in-depth review of all the issues that matter most to you, we use our planning and modeling software to build and review different courses of action for your life with conforming investment plans and portfolios.

We review with you the advantages, disadvantages, and the calculated probability of success of each course of action you are considering and adjust them until we create one that is designed to best meets your goals.

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Managing Your Investment Portfolio

Part 4 of 6

We then develop your Investment Policy Statement, which is a guidebook we co-create to manage your investments. It is used to frame a long-term, deliberate investment strategy during a period of sound mind planning clarity.

Only then does our in-house portfolio management team construct and present an investment portfolio designed to accommodate your risk tolerance and help you achieve your goals.

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Wealth Advice on What Matters Most

Part 5 of 6

Our team of creative thinkers helps you develop targeted, customized solutions beyond your investment portfolio. What else is important to you? Philanthropy? Business exit planning? Passing down wealth to the next generation? Your Private Wealth Design will have a special focus on the areas that apply to your situation.

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Working with The Monument Team

Part 6 of 6

What differentiates Monument in a sea of sameness, the single thing that no one else can offer or replicate, is our Team’s unique, straight forward, unfiltered opinion…of which we have plenty, just ask.

Not everyone agrees with our opinions, but we’re not trying to resonate with everyone…we’re just looking to resonate with someone. And if this resonates with you, let’s see if we’re a good fit for each other.

Our goal with Private Wealth Design is to help give you a sense of security and comfort that you will be able to fulfill your goals.

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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.

Ready to get started on crafting your financial future?

See if we’re a match, then reach out to our Team to get started.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument Capital Management, LLC (“Monument”) does not serve as an attorney, accountant, or insurance agent.  Monument Capital Management, LLC does not prepare legal documents or tax returns, nor does it sell insurance products.