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Monument Wealth Management
- Financial Services
- Alexandria, VA
About this business
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 |
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.
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
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
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.
Frequently asked questions about Monument Wealth Management
How is Monument Wealth Management rated?
Monument Wealth Management has a 4.9 star rating with 32 reviews.
When is Monument Wealth Management open?
Monument Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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