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

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Monson Wealth Management LLC is a single-advisor independent advisory firm that provides discretionary asset management primarily for individuals, high-net-worth clients, and business entities. The firm reports approximately $196,010,097 in discretionary assets under management across six client relationships and also lists charitable organizations and pension or profit-sharing plans among its clients. The firm’s investment process is discretionary and tailored to client objectives, using a mix of methods including fundamental and technical analysis, charting, cyclical analysis, and Modern Portfolio Theory to construct and monitor portfolios. Monson Wealth may engage third‑party sub‑advisors to manage all or portions of client accounts, conducts quarterly reviews, and documents client goals and restrictions in each client file. Notable distinctions include the unusually concentrated book of business — a relatively large AUM with a very small number of clients — and the firm’s explicit work with charitable organizations and retirement plan clients, which are less common among similar independent firms. The principal also maintains an independent insurance practice (limited time commitment) and the firm requires the use of a specific custodian for trading, both practices disclosed as potential conflicts of interest in the brochure.

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.