Monument Wealth Management

EST. AUM
$648,415,207

CONTACTS
5

CLIENT ACCOUNTS
969

Firm Details

Metro area Washington, DC
CRD Number 159882
Website monumentwealthmanagement.com
Client types

Overview

Advisors tend to differentiate themselves by claiming they have the best—the best firm, the best plans, the best portfolio strategy, the best client service—but the team considers that to be basic elements of being an advisor. While the team takes great pride in its ability to execute on those basic elements, they know that is not what really differentiates them. They know what differentiates them in a sea of sameness, the single thing that no one else can offer or replicate, is the Team's unique, straightforward, unfiltered opinion. Not everyone agrees with their opinions, but the team is not trying to resonate with everyone, they are just looking to resonate with someone.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Monument Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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