A complete list of active advisors currently associated with Monson Wealth Management LLC

Warmer can help you find a great advisor at Monson Wealth Management LLC or one who fits your needs even better.

Monson Wealth Management LLC provides discretionary asset management to individuals, high‑net‑worth clients, business entities, and, notably, charitable organizations and pension/profit‑sharing plans. The firm manages roughly $196 million in client assets across a very small client base, overseeing portfolios on an ongoing basis for both individual and plan‑type relationships. The firm’s investment process draws on multiple analytical methods — including fundamental, technical, charting, cyclical analysis, and Modern Portfolio Theory — and implements a range of strategies from long‑term holdings to shorter‑term trading. It routinely engages sub‑advisors to manage portions of client portfolios, operates under full discretionary authority (with the ability to delegate), and requires use of a designated custodian while billing on an asset‑based basis. Distinctive features include the firm’s work with charitable organizations and pension/profit‑sharing plans, client types that are uncommon for solo independent advisers, and a client roster small enough that assets are highly concentrated in few relationships. The firm does not accept commission‑based compensation, does not vote proxies on client behalf (clients receive proxy materials directly), and manages accounts separately rather than aggregating trades.

To learn more about the advisors currently working at Monson Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.