Monson Wealth Management, Inc.

Monson Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, and small businesses. Services include discretionary and non‑discretionary portfolio management, creation of individualized Investment Policy Statements, ongoing portfolio monitoring and rebalancing, and financial planning (included for clients with $500,000+ managed and available on an hourly or negotiated basis for other clients).

The firm’s investment approach emphasizes modern portfolio theory and efficient‑market principles, using long‑term trading and multi‑factor models to capture equity and fixed‑income premiums. Portfolios are constructed in‑house around client IPS documents and typically utilize Dimensional funds alongside mutual funds, ETFs, individual equities and bonds, REITs, real estate exposures, and listed digital assets where appropriate.

What is distinctive about Monson is its relatively high client load: the firm manages roughly 364 client relationships, which generates an unusually high client‑to‑advisor ratio compared with peers and shapes its operational model (annual reviews performed by firm management and completed financial plans that are not monitored post‑delivery). The firm also manages all assets internally rather than hiring third‑party managers and relies on custodial relationships that provide institutional trading access and block‑trading capabilities.