Step 1: Meet the Team

To begin, you’ll meet our Private Wealth Management Team and learn about our unique process. This is when you get a solid feeling for our firm and how we do things differently. That way, we can make sure we’re a good fit for each other before diving into financials. It’s important that we have mutual like and trust, and that you find value in our services.

Here’s the first video animation in our introduction series. In this hypothetical situation, local entrepreneur, Blake Shepard and his wife are preparing for their upcoming liquidity event. As they evaluate advisory teams for financial guidance, they meet with Monument’s Private Wealth Management Team, and discover that Monument is a whole new refreshing experience.

Did you know Monument has been recognized as one of the “Best Places to Work” by Washington Business Journal consecutively since 2013?!