Our Team
The People Behind Monument
Our team connects the dots across your financial life so you can see your options clearly and act with intention every time life says, “Time Now?”
The Monument Wealth Team
The what, how, and why
Just like a well-run organization needs smart, thoughtful leadership, your personal finances thrive when you have a team behind you anticipating your needs. Market turbulence, shifting income, and big life decisions all require clarity on your situation and options.
What we really are
We are a decision partner for busy, successful professionals who are navigating ongoing financial complexity.
What we do
We do more than manage wealth—we organize it, coordinate it, and put it to work in the moments that matter.
How we do it
We create intentional wealth strategies using bespoke asset management and financial planning centered around you.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument does not serve as an attorney, accountant, or insurance agent. Monument does not prepare legal documents or tax returns, nor does it sell insurance products.
Your Team at Monument
We believe in the name Monument because it signifies that what you build has value and is worth maintaining—and protecting. Together, we help you build something that lasts. Because anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.
Meet Your Team
Our team strives to meet you at your speed, speak your language, and make the financial part of your life feel less like a burden and more like a lever. We won’t talk over you. We don’t hide behind jargon. We earn your trust by showing up informed, prepared, and focused on your next move—not ours.
