Testimonial Disclosure

Please Note: Limitations. The above testimonial is from an actual Monument client. No compensation was paid or offered by Monument to the client. Keeping in mind that no two clients’ situations or experiences are exactly alike, the above should not be construed as any assurance that Monument may be able to help any client 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 www.monumentwealthmanagement.com/disclosures.
Please Also Note: Additional testimonials (positive and negative) are available for review on our Google Reviews.