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 consumer service. However we are saying these claims are the minimal providing you must anticipate…they’re the desk stakes.
Whereas we take nice delight in our skill to execute on these fundamental parts, what differentiates Monument is our Group’s worth proposition – we offer ADVICE.
Our shoppers recognize and worth unfiltered opinions and easy recommendation that correctly frames all threat, 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 record of 2022 High Monetary Professionals!
How Does Working with Our Group of High Wealth Managers Profit You?
As an alternative of speaking in regards to the so-called desk stakes, we like to spotlight elements of our tradition that allow our whole Group to share the unfiltered opinion and easy wealth recommendation we’re identified 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 assist. As an alternative, we’re a staff of razor-sharp, progressive, collaborative, and artistic thinkers with seasoned monetary experience, a renegade spirit, and nil dedication points.
At Monument, you get a whole staff—a collective mastermind—which brings collectively the precise specialists wanted to present 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 typically starched inside an inch of their lives and grumbling about compliance, we’ve taken a unique 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 setting that values the distinctive contributions of every Group member. Our workers are inspired and empowered to behave like house owners of the agency, give you artistic and progressive options, and develop sturdy, long-lasting relationships with our shoppers offering them one of the best service attainable. We imagine this units the situation for our Group Members to be taught, flourish and acquire confidence daily.
Our shoppers recognize our tradition as a result of they know that the Group’s ardour, mental curiosity and dedication will present them with the worth and expertise they’re in search of in a wealth administration staff.
We’re In it for the Lengthy-Time period
Everybody on our Group ought to be surrounded by individuals they like and belief. Because of this we recruit workers and interns who should not simply essentially the most gifted, but in addition one of the best additions to our Monument tradition, serving to reinforce and enhance what we’ve constructed.
We imagine that good individuals stick to cultures they like, and we’ve developed a Path for Development and Partnership to encourage, develop and retain our staff members. In reality, Emily and Jessica each only in the near past accomplished our Path to Partnership and have been promoted to Companions in summer season of 2021.
Retaining one of the best individuals and having a strong succession plan is effective to our shoppers; what good is it in case your advisor is retiring the identical time you might be? 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? Take a look at our Google Opinions to see what they’ve mentioned—and when you haven’t written us a assessment but, we’d love so that you can share your expertise.
*Northern Virginia Journal surveyed 1000’s of trade specialists and requested them to establish the leaders within the area. Professionals who obtained essentially the most votes by their friends have been named to the record.
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