Monroe Wealth Management

My partner and I were looking for someone strategic and experienced to help maximize our current funds and help us reach our future goals and Glen has helped us do that.

He has a modern approach to advising where he treats his clients as people first and offers clear guidance and advice with actionable goals that are attainable and feel personalized.

He's friendly, responsive, and has been instrumental in helping me diversify my company stock and strategize investments to minimize taxes.

He is very knowledgable about current economy, also has great resources related to not only investment, but also you tax, trust and estate planning.

I used to work with Chase, but institutional’s financial advisors want to sell you that institute’s product, and ultimately is aligned with the institutions.

He took in the intricacies of my life; working in tech and having stock as part of my salary, short & long term life goals, and a preference for investing only with clean energy and companies that treat workers well.

I'm leaving this review anyway, because I think anyone who is even remotely uncertain about their financial situation should schedule a meeting with Glen for an honest opportunity to hear how he can make it better.

Of course I want my advisor to be more qualified and financially intelligent than I am, but I also want him/her to be somebody that I trust and somebody that I feel cares about my future.

It feels great knowing I now have a tax advantaged strategy for my equity pay as well as overall financial wellness.

He’s helped our family create and implement a short and long term financial strategy aligned with our goals, and has provided great guidance along the way.