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Monument Group Wealth Advisors

EST. AUM
$678,889,192

CONTACTS
4

CLIENT ACCOUNTS
702

Firm Details

Metro area Boston
CRD Number 111908
Website monumentgroupwealth.com
Client types

Overview

Monument Group Wealth Advisors, LLC is a SEC Registered Investment Advisor that evolved from its affiliated law firm, Woodman & Eaton, PC, which has a history spanning over three decades since 1980. Monument offers a range of wealth management services, including Investment Management, Financial Planning, and its distinctive offering, The Master Plan Program™. This program is designed to assist client families in integrating, organizing, and coordinating their financial, legal, estate, and life planning advice. Through interactive sessions, Monument helps families define and clarify their goals while developing a comprehensive master plan to achieve them.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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