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Protecting Your Information After the Equifax Security Breech

The Monument Wealth Management Team Featured Articles

As you no doubt have heard, credit-reporting company Equifax announced last week that hackers accessed the names, Social Security numbers, birth dates, addresses, and driver’s license numbers of 143 million people in their database. Credit card numbers for 209,000 people and dispute documents with personal information for 182,000 people were also comprised. The high risk that you are subject to …

Forbes “Top Next Generation Wealth Advisors”

The Monument Wealth Management Team Featured Articles

Forbes “Top Next Generation Wealth Advisors” List Recognizes Monument Wealth Management’s Senior Financial Planner, Jessica L. Gibbs, CFPⓇ. Monument Wealth Management is excited to announce that Senior Financial Planner, Jessica L. Gibbs, CFPⓇ has been recognized in the Forbes 2017 ranking of the “Top Next Generation Wealth Advisors.” Since Monument Wealth Management’s vision is to become an employee-owned firm which …

InvestmentNews

Interns Will Take on Several Roles at Advisory Firms this Summer

Outside Resource Featured Articles

A recent InvestmentNews article by Liz Skinner gives insight into a few financial internship programs, including ours, at Monument Wealth Management.  Skinner writes: At Monument Wealth Management, which has eight people working at the $275 million AUM firm, its sole financial planning intern helps prepare for client meetings, tackling projects like examining performance reports for possible allocation adjustments and using …