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Monument Wealth Management
- Financial Services
- Alexandria, VA
About this business
Life, like money, is complex. There are lots of moving parts. And it requires a lot more than just tallying up numbers to figure it out. At Monument, we specialize in taking complex, 3-dimensional problems and creating solutions that are intelligent, thoughtful, and creatively conceived. We call it Private Wealth Design: A collaborative, creative, customized approach to turning a wealth of opinions, ideas, resources, and investments into a blueprint that represents the life you want to live. Your Private Wealth Design takes ... read more
Location details
1940 Duke Street, Suite 6100, Alexandria, VA, 22314, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I'm not a client (hopefully one day!) but I really value the thought leadership coming from Monument - I keep up with their blogs and podcasts and they've helped me shape the way I run my small business and the way I think about my finances in these ever-changing times, very much to the benefit of both.
We have been clients of Monument Wealth Management since 2013 and clearly have been very pleased with them to have stayed with them so long. Key reasons are how approachable everyone is from partners to associates. No question no matter how large or small goes unaddressed in a diligent manner. Meetings whether virtual or in-person are meticulously organized and presented in easy-to-process ways. They are constantly evolving in their strategies and methods. And they keep their clients engaged through podcasts and blogs on... read more
For two decades, MWM has advised me. They have consistently provided exceptional financial advice, and my results have been outstanding. But that's just one aspect of how I benefit from our relationship. MWM stands out for its proactive, responsive, creative, and thoughtful approach to providing financial advice. Their financial planning process, which was both rigorous and actionable, has laid a solid foundation for my family's future. The personalized strategy they created is a testament to their dedication to my family's... read more
My wife and I are relatively new clients who managed our own portfolio for more than twenty years. After 2020 we selected Monument for both financial planning and portfolio management services, and are extremely pleased with their organized team approach. 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. We also love the blog and commentary that cut through all the mar... read more
Having worked with a few solid advisors from the LARGE well-known shops in the past, I was content with my servicing and performance. However, I always felt slightly abandoned until it came time for the 'quarterly' review call and those calls felt very sterile most of the time. At Monument, the team (you actually build relationships and interact with their team of experts) is 'on call' and so responsive. In addition, their wealth planning is so much more comprehensive than anything I had been offered by past teams. Everyo... read more
Frequently asked questions about Monument Wealth Management
How is Monument Wealth Management rated?
Monument Wealth Management has a 4.9 star rating with 28 reviews.
When is Monument Wealth Management open?
Monument Wealth Management is closed now. It will open at 9:00 a.m.
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