The team at Monument has exceeded my expectations. They are thorough and professional, and have made it clear they will be partners for our long term financial success. Highly recommend!
March 2022
We have been with Monument from the start. Value this boutique firm’s competence and integrity.
Our vision is to be the firm of choice for high-net-worth investors, business owners and executives looking for something different in a wealth management firm: an enduring, innovative company with an entrepreneurial spirit that acts and functions more like a creative team than a financial services firm. To that end, we look to build a reputation of carefully-crafted and comprehensive wealth advice delivered by the most collaborative and forward-thinking team in the Washington, D.C. area—and beyond. We call this, Private Wealth Design.
Monument Wealth Management is an independent Registered Investment Advisor. Please see Important Disclosures on our website.
