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Reviews for Monument Wealth Management
Add your commentMonument Wealth Management
1940 Duke St Suite 6100, Alexandria
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1940 Duke St Suite 6100, Alexandria
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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.