Monroe Wealth Management

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 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.

Glen has been of so much value to my husband and I in helping us plan for our retirement and for our long term strategies to help us to not outlive our financial resources

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.

While I originally came to him just for IPO planning, I know I'll be using his services for years to come.

He was helpful with not only tax ideas, but Medicare information, 401(k) management, ETF ideas, and giving advice as I look into assisted living for my mom.

Glen is a fantastic advisor- calm, collected, knows his stuff (especially for those in tech), and knows how to break things down in a practical way.

Glen was a tremendous help with steering my wife Beth and I in the right direction as far as our retirement planning and other financials.