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Monument Named Forbes’ Best In-state Wealth Advisors

Forbes-financial-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.

 

Forbes Top Financial Advisors

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Please remember that if you are a Monument client, it remains your responsibility to advise Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at https://monumentwealthmanagement.com/disclosures/. Please Note: IF you are a Monument client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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