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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 |
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
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
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
The entire Monument Wealth Management team is exceptional and their service level is far superior and more personal than anything you'll get at the "large" or even boutique firms. It was their reputation, expert knowledge and holistic financial planning methodology that led me to them. I'm a high net-worth client and had worked with two high-end advisory firms prior, however, their range of planning services were very limited and other than the quarterly call, we had a tough time getting personal assistance or custom advice.... read more
Highly recommend their services. One of the co-founders is deeply committed to supporting the local community as well as our military and veterans. Their social media graphics and videos on finance and wealth management are timely, informative, and honest. I've gained valuable insights and frequently share the information they post with others.
Frequently asked questions about Monument Wealth Management
How is Monument Wealth Management rated?
Monument Wealth Management has a 4.9 star rating with 27 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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