Wealth administration corporations endeavor to distinguish themselves by claiming they’ve the very best—the very best agency, the very best plans, the very best portfolio technique, the very best consumer service. However we are saying these claims are the minimal providing you must anticipate…they’re the desk stakes.
Whereas we take nice satisfaction in our skill to execute on these fundamental components, what differentiates Monument is our Staff’s worth proposition – we offer ADVICE.
Our purchasers admire and worth unfiltered opinions and easy recommendation that correctly frames all danger, removes trouble, and empowers them to have extra management over their time and choices.
We’re flattered that our fellow monetary friends agree, as they’ve voted our Northern Virginia-based wealth advisors, Dave, Dean and Emily into Northern Virginia Journal’s listing of 2022 High Monetary Professionals!
How Does Working with Our Staff of High Wealth Managers Profit You?
As a substitute of speaking in regards to the so-called desk stakes, we like to focus on elements of our tradition that allow our complete Staff to share the unfiltered opinion and easy wealth recommendation we’re recognized for.
Actual Wealth Recommendation from a Collective Mastermind
Many different corporations and so-called “groups” inside of huge Wall Avenue corporations are nothing greater than a set of particular person advisors and their operational assist. As a substitute, we’re a staff of razor-sharp, modern, collaborative, and inventive thinkers with seasoned monetary experience, a renegade spirit, and nil dedication points.
At Monument, you get an entire staff—a collective mastermind—which brings collectively the precise consultants wanted to provide you not simply unfiltered opinion, personalized recommendation and assist, but in addition a wealth of perception with out the egos.
Time’s Up for Stodgy Wealth Managers
Whereas different wealth advisors are usually starched inside an inch of their lives and grumbling about compliance, we’ve taken a distinct method…
We take what we do very severely, however we don’t take ourselves too severely.
Monument’s tradition is constructed on a enjoyable, affable, collaborative atmosphere that values the distinctive contributions of every Staff member. Our workers are inspired and empowered to behave like house owners of the agency, give you artistic and modern options, and develop robust, long-lasting relationships with our purchasers offering them the very best service doable. We imagine this units the situation for our Staff Members to study, flourish and achieve confidence every single day.
Our purchasers admire our tradition as a result of they know that the Staff’s ardour, mental curiosity and dedication will present them with the worth and expertise they’re on the lookout for in a wealth administration staff.
We’re In it for the Lengthy-Time period
Everybody on our Staff ought to be surrounded by folks they like and belief. This is the reason we recruit workers and interns who usually are not simply essentially the most proficient, but in addition the very best additions to our Monument tradition, serving to reinforce and enhance what we’ve constructed.
We imagine that good folks persist with cultures they like, and we’ve developed a Path for Development and Partnership to encourage, develop and retain our staff members. In truth, Emily and Jessica each only in the near past accomplished our Path to Partnership and have been promoted to Companions in summer time of 2021.
Retaining the very best folks and having a strong succession plan is efficacious to our purchasers; what good is it in case your advisor is retiring the identical time you’re? That’s when your want recommendation essentially the most.
What Do Our Purchasers Say?
Our friends voted us onto the listing of Northern Virginia Journal’s High Monetary Professionals, however what do our purchasers suppose? Take a look at our Google Opinions to see what they’ve stated—and when you haven’t written us a evaluation but, we’d love so that you can share your expertise.
*Northern Virginia Journal surveyed 1000’s of trade consultants and requested them to establish the leaders within the area. Professionals who acquired essentially the most votes by their friends have been named to the listing.
Please see essential rating disclosure data.