Monument Wealth Management

Jan 2024

Highly recommend their services. One of the co-founders is deeply committed to supporting the local community as well as our military and veterans. Their social media graphics and videos on finance and wealth management are timely, informative, and honest. I've gained valuable insights and frequently share the information they post with others.

Mar 2023

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!

Jun 2022

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,...read full review