Please Note: Limitations. No cash or non-cash compensation was paid or offered by Monument for these testimonials. Keeping in mind that no two situations or experiences are exactly alike, none of these testimonials should not be construed as any assurance that Monument may be able to help anyone achieve the same satisfactory results or experience. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Monument is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available upon request or at monumentwealthmanagement.com/disclosures.

Please Also Note: Testimonials (positive and negative) from both clients and non-clients are available for review on our Google Reviews.