About Monument Wealth Management
Reviews for Monument Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Tips
open to all
Monument Wealth Management is a registered investment advisor that helps business owners, executives, and wealthy families grow their wealth with purpose. They are described as a creative collective, skilled advisors, and outspoken critics of the financial industry, providing opportunities for people to use what they have to get where they most want to go. For two decades, the firm has advised clients, consistently providing exceptional financial advice and outstanding results. Their proactive, responsive, creative, and thoughtful approach to providing financial advice has laid a solid foundation for clients' futures. The personalized strategies they create are a testament to their dedication and expertise. Clients have found that Monument's presence in their lives has created a comforting peace of mind. The team is thorough, professional, and committed to their clients' long-term financial success. The firm is also deeply involved in supporting the local community and military/veteran causes, and their informative and honest social media content is highly valued.
I’ve known Dean for nearly 50 years and was glad to reach out to him at Monument Wealth Management when I retired from my business and transitioned to Medicare. Because Medicare premiums are based on income from two years earlier, my costs were much higher than expected.
He recommended I request a retirement-based premium adjustment from Social Security. It worked — lowering my Medicare Part B and D premiums by about $3,000 per year. That’s real savings!
Even though I’m not a client, he gave me clear guidance that made a meaningful difference.
I'm not a client (hopefully one day!) but I really value the thought leadership coming from Monument - I keep up with their blogs and podcasts and they've helped me shape the way I run my small business and the way I think about my finances in these ever-changing times, very much to the benefit of both.
For two decades, MWM has advised me. They have consistently provided exceptional financial advice, and my results have been outstanding. But that's just one aspect of how I benefit from our relationship.
MWM stands out for its proactive, responsive, creative, and thoughtful approach to providing financial advice. Their financial planning process, which was both rigorous and actionable, has laid a solid foundation for my family's future. The personalized strategy they created is a testament to their dedication to my family's goals and their expertise.
MWM's presence in my life has created a comforting peace of mind.