Step 5: Plan Management & Investment Strategies


Step 5 is an ongoing process. Our Financial Advisory Team is here for you throughout the whole wealth creation and preservation lifecycle. Through working with you to create and develop your Private Wealth PlanSM and investment strategies, we will help you manage the many worries and concerns that face successful entrepreneurs and individuals including selling your business, making sure you do not outlive your money and passing on wealth in the most tax-advantageous manner to family or charity.

As a client of Monument, you’ll see that our whole Financial Advisory Team is here to support you. Instead of having one Financial Advisor in a large firm working on your side, you’ll have a whole team of professionals here at Monument.


Financial Advisory Team forming Investment Strategies