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.

In this video animation below, you’ll follow along with successful professionals, Blake and Sandra, as they meet the Monument Team and follow through the 5-Step Private Wealth Management Process.

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