Monument Wealth Management

On the investment side, they manage it all in-house which helps to reduce unnecessary fees, maximize our returns and more importantly, create custom portfolios that don't restrict you to a template that may or may not be flexible to changing market conditions or your personal needs.

We consider Monument to be our first-stop advisor for any major decision in our midst and trust that we will get nothing but the best advice that is in our best interests.

This experience made me so excited to pursue a career in this field, and I am thankful to have made such wonderful connections with Monument Wealth Management.

However, my portfolio, managed by Monument, has done extremely well relative to the market.

Monument spent the time getting to know us, what we wanted our future to look like, and answering the fundamental question of "what do you want the money to do for you?"

We've never been Di Yers with our investments, so we definitely value the professional, tailored advice we have received.

Detail-oriented in getting to know us and our goals, thoroughly prepared, straightforward and concise in every meeting, responsive to questions in a manner that makes us feel like we're their only clients.

At Monument, I had the opportunity to gain a new sense of professionalism and a more precise understanding of what it means to be in a professional business environment.

My husband and I have used Monument for several years now and cann attest to the consistently professional, wise advice provided by the Monument team.

She is thinking ahead for me which at this point in my life and career, is so helpful when retirement is something that does not seem as far away as it once did.