Monument Named Forbes’ Best In-state Wealth Advisors
At Monument Wealth, we value creativity, innovation, and ingenuity—which is why David B. Armstrong, CFA and Dean J. Catino, CFP® were named Forbes’ Best In-state Wealth Advisors for the fourth consecutive year. This year’s list teeming with around 5,000 top advisors nominated by their firms—were researched, interviewed, and assigned a ranking within their respective states and markets. An extensive process to say the least!
Our values of ingenuity and creativity are materialized through our Private Wealth Designs, which entail a collaborative and customized approach to help clients see their big picture and realize their financial goals. Forbes recognizes our personalized approach in the face of an industry of uniformity—an approach that helped each Monument client weather the 2020 pandemic-induced economic recession.
During this unprecedented year, brimmed with chaos and uncertainty, Dean, Dave and the Monument team boldly adapted using the latest technology, tried and true industry knowledge, forward thinking concepts and of course, some desperately needed “realness.” Through sending out plain-language blog posts on the current state of the market, launching a new Podcast about the meaning of wealth, digitally meeting with clients, and adhering to the masterfully crafted Private Wealth Designs, Monument instilled a sense of security amid a pandemic.
Co-founder David B. Armstrong, CFA remarks, “Whether it’s clients, teammates, interns or even the public who reads our content, our passion has always been ‘moving people forward,’ and to do that we must all be on a journey to always be learning.” Learning, improving, adapting and moving forward is what Monument will always continue to do.
Three cheers to Dave, Dean and the Monument Team! Congratulations on another outstanding year.
See Monument’s Awards and Press >
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