We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
The partners at Monument Associates have been advising clients, on average, for over 30 years. When you partner with Monument Associates it starts with listening and asking the really pertinent questions. Trust and understanding are at the core of everything they do. The partners work closely with their clients in order to ascertain time horizon, risk tolerance, investment experience, investment objectives and goals and expectations. It is, after this analysis, that a customized investment strategy is formulated.
Aside from their professional careers the partners have throughout their lifetimes, made contributions to their country and their respective communities.