Private Wealth Design
Your wealth and potential for growth is much more than the sum of its parts. The point isn’t just to have it and watch it ride the market like a roller coaster, wondering what will happen. The point is to create something of meaning and purpose.
Here’s how 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 that we continuously revisit together and adjust to suit your life and goals, as you and the world evolve.
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.
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 the one that best meets your goals.
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 a comprehensive investment portfolio designed to accommodate your risk tolerance and help you achieve your goals.
Wealth Advice on What Matters Most
Part 5 of 6
Our team of creative thinkers offers targeted, customized advice to develop 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.
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.
We’re confident that your Private Wealth Design will bring you a sense of security, and a sense of comfort, that you will be able to fulfill your life goals and handle anything that comes your way.