Wealth administration corporations endeavor to distinguish themselves by claiming they’ve one of the best—one of the best agency, one of the best plans, one of the best portfolio technique, one of the best shopper service. However we are saying these claims are the minimal providing you must count on…they’re the desk stakes.
Whereas we take nice satisfaction in our capacity to execute on these primary components, what differentiates Monument is our Crew’s worth proposition – we offer ADVICE.
Our shoppers admire and worth unfiltered opinions and simple recommendation that correctly frames all threat, removes problem, 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 record of 2022 High Monetary Professionals!
How Does Working with Our Crew of High Wealth Managers Profit You?
As an alternative of speaking concerning the so-called desk stakes, we like to spotlight facets of our tradition that allow our whole Crew to share the unfiltered opinion and simple 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 group of particular person advisors and their operational help. As an alternative, we’re a crew 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 crew—a collective mastermind—which brings collectively the precise consultants wanted to provide you not simply unfiltered opinion, personalized recommendation and help, but additionally 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 significantly, however we don’t take ourselves too significantly.
Monument’s tradition is constructed on a enjoyable, affable, collaborative atmosphere that values the distinctive contributions of every Crew member. Our staff are inspired and empowered to behave like house owners of the agency, provide you with inventive and modern options, and develop robust, long-lasting relationships with our shoppers offering them one of the best service potential. We imagine this units the situation for our Crew Members to be taught, flourish and achieve confidence every single day.
Our shoppers admire our tradition as a result of they know that the Crew’s ardour, mental curiosity and dedication will present them with the worth and expertise they’re on the lookout for in a wealth administration crew.
We’re In it for the Lengthy-Time period
Everybody on our Crew needs to be surrounded by folks they like and belief. For this reason we recruit staff and interns who are usually not simply essentially the most proficient, but additionally one of the best additions to our Monument tradition, serving to reinforce and enhance what we’ve constructed.
We imagine that good folks keep on with cultures they like, and we’ve developed a Path for Development and Partnership to encourage, develop and retain our crew members. In actual fact, Emily and Jessica each only recently accomplished our Path to Partnership and have been promoted to Companions in summer season of 2021.
Retaining one of the best folks and having a strong succession plan is efficacious to our shoppers; 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 record of Northern Virginia Journal’s High Monetary Professionals, however what do our shoppers assume? Try our Google Evaluations to see what they’ve mentioned—and for those who haven’t written us a evaluation but, we’d love so that you can share your expertise.
*Northern Virginia Journal surveyed 1000’s of business consultants and requested them to establish the leaders within the discipline. Professionals who obtained essentially the most votes by their friends have been named to the record.
Please see necessary rating disclosure info.