Private Wealth Management

At Monument, we take a unique, collaborative team approach to walk you through a personalized Private Wealth Management experience like no other.

Through our 5-Step Private Wealth Management Process, our Team will help remove anxiety and be a force of calm in our clients’ lives in order to help them financially prepare to achieve goals and pass down assets to future generations and charity in the most tax-efficient manner.

Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects of their journey.

How to Choose a Financial Advisor

Here are some tips on what to consider when searching for a new Financial Advisor.

Our 5-Step Private Wealth
Management Process

Meet the Team

First, you’ll meet our Team and learn about our unique Private Wealth Management Process. This is when you get a solid feeling for our firm and how we do things differently, and we can make sure we’re a good fit for each other.

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Blueprint Meeting

The Blueprint Meeting takes place in our Private Wealth PlanningSM room, around a circular red couch and a wall full of whiteboards. You’ll share your goals and objectives so we can get a comprehensive view of your situation before crafting a Plan.

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Private Wealth Planning

Once you agree to engage us for Planning, we develop and model courses of action, determine probabilities of success, assess your risk level, and set up your very own eMoney online account aggregation portal. Then we propose a Plan that will help you live the life you want now and in the future, and will adapt with you throughout life’s many changes.

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Investment Strategy & Allocation

Based on your Private Wealth PlanSM, we determine the best investment strategy to achieve your goals, accessing all corners of the investment landscape. You will benefit from our focus on low cost, tax efficient and effective diversification.

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Plan Management

Our Private Wealth Management Process does not end here! You can count on us for continuous evaluation of your plan and investments, and adjustment as needed. We provide a continuum of support and advice to you and your family, for generations to come.

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