Monument Wealth Management

anthony sisto 

on Google

a month ago

I’ve known Dean for nearly 50 years and was glad to reach out to him at Monument Wealth Management when I retired from my business and transitioned to Medicare. Because Medicare premiums are based on income from two years earlier, my costs were much higher than expected. He recommended I request a retirement-based premium adjustment from Social Security. It worked — lowering my Medicare Part B and D premiums by about $3,000 per year. That’s real savings! Even though I’m not a client, he gave me clear guidance that made a ... read more

Greg Hallinan 

on Google

2 months ago

Exceptional team with a highly personal and approachable style that leaves you with that "bespoke" feeling of tailored service. Highly knowledgeable and communicative, both directly and through their self-service resource library of market updates. We've trusted Monument Wealth Management for decades and have also referred family and friends. You could have no better teammate to help you navigate these markets. 

Meera Pillai 

on Google

4 years ago

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

Jay Mannle 

on Google

5 years ago

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

Del Crockett 

on Google

4 years ago

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