A complete list of active advisors currently associated with Monument Group Wealth Advisors, LLC
Warmer can help you find a great advisor at Monument Group Wealth Advisors, LLC or one who fits your needs even better.
Monument Group Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $678.9 million for individuals, high-net-worth families, trusts, estates and businesses; the firm typically requires a minimum portfolio of $2 million and also offers tailored family office services for clients with substantially larger net worth. Its services include discretionary portfolio management, financial planning, and coordination of wealth-management matters, with the ability to refer clients to outside specialists or engage sub‑advisors as needed. The firm’s investment approach emphasizes long-term, fundamental analysis and strategic asset allocation, generally implemented through globally diversified mutual funds and ETFs and, when appropriate, select individual securities or sub-advisors. Monument constructs target allocations with ongoing monitoring and periodic rebalancing and uses platforms such as Pontera to manage held-away accounts (for example, workplace retirement accounts) without collecting client login credentials. What sets Monument apart from many peers is its operational integration with adjacent professional services: principal advisors maintain affiliations with a law firm (Woodman & Eaton, P.C.) and a tax preparation entity (Monument Group Tax Advisors), and some advisory personnel also serve as trustees for client trusts, arrangements the firm discloses and manages through client notification and fee adjustments. The combination of family-office offerings, trustee roles, and direct referral relationships with affiliated legal and tax practices is uncommon among similarly sized team firms.
To learn more about the advisors currently working at Monument Group Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Concord, MA
| 21
| |
Concord, MA
| 5
| |
Concord, MA
| 21
|
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