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Monument Wealth Management

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Monument Wealth Management

Overview:

Monument Wealth Management is an independent Asset Management and Private Wealth Planning firm in the greater Washington, D.C. area. We are a team of Certified Financial Planner™ professionals and Chartered Financial Analyst charter holders with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. Our clients are wealthy individuals, corporate executives and business owners, who receive sophisticated financial planning, portfolio management, and personalized client services. As a fully independent and conflict-free firm, we are able to provide unbiased financial advice while making the best choices for our clients tailored to their individual situations and desires. Additionally, our unique team structure – with each of our four partners possessing an individual financial specialty – allows us to provide specialized advice for every dimension of our clients’ financial lives. Our holistic, team oriented approach results in:

   A Private Wealth Plan for managing income and expenses – independent of market fluctuations – aligned with your values, lifestyle needs and desires;
   Tailored solutions from experienced professionals that are integrated across all aspects of your financial life;
   100% conflict-free discretionary asset management;
   A customized web site for you and your family that may be accessed by your other trusted advisors, including attorneys and CPAs.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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