MONUMENT WEALTH MANAGEMENT

The entire Monument Wealth Management team is exceptional and their service level is far superior and more personal than anything you'll get at the "large" or even boutique firms. It was their reputation, expert knowledge and holistic financial planning methodology that led me to them. I'm a high net-worth client and had worked with two high-end advisory firms prior, however, their range of planning services were very limited and other than the quarterly call, we had a tough time getting personal assistance or custom advice. At MWM, we found the team incredibly knowledgeable, their customized investment philosophy was superior to the "boiler-plate" approach used by others, and my wife absolutely loved their financial planning process which made her feel understood and truly cared for. The level of custom analysis was unlike anything I've ever seen, and we knew that they would help us with a full 360 degree view of our financial planning needs. On the investment side, they manage it all in-house which helps to reduce unnecessary fees, maximize our returns and more importantly, create custom portfolios that don't restrict you to a template that may or may not be flexible to changing market conditions or your personal needs. They're an amazing team and I'd recommend them to all of my friends and family.

We have been clients of Monument Wealth Management since 2013 and clearly have been very pleased with them to have stayed with them so long. Key reasons are how approachable everyone is from partners to associates. No question no matter how large or small goes unaddressed in a diligent manner. Meetings whether virtual or in-person are meticulously organized and presented in easy-to-process ways. They are constantly evolving in their strategies and methods. And they keep their clients engaged through podcasts and blogs on a variety of financial topics. We consider Monument to be our first-stop advisor for any major decision in our midst and trust that we will get nothing but the best advice that is in our best interests.

I have worked with a number of wealth management firms and have consistently found Monument Wealth Management to be the best by far. They surround clients with a professionalism that includes great portfolio performance, clear explanation of the planning process, and assistance with associated matters related to financial planning and wealth management. If you crave the personal attention of a boutique firm that values client service and personal connection, this is The place for you. The team is smart, stable, and responsive.