Monarch Wealth Management, LLC Employee Directory

Q: What is Monarch Wealth Management, LLC known for?

Monarch Wealth Management, LLC was founded in 2014. Monarch Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementNew York, United States2-10 Employees

At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

From Retirement Planning to Estate Planning, Monarch is here to guide you, step-by-step, in working towards all of your financial goals.

At our firm, we have the client—and only the client—in mind. We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

The culture of Monarch Wealth Management is based upon mutual respect, a high level of collaboration, and sharing success with team members in the spirt of achieving overall growth and development for the company. While their offices and dress attire are formal and consistent with the image of an elite firm, their work environment is one of a casual atmosphere. People share offices in the effort to foster collaboration and everyone is “hands-on” and sincere in their commitment to delivering the highest level of objective service to clients. This is a team environment comprised of high-quality people who work collaboratively.

Disclaimer: The opinions expressed and material provided are for general information. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL.

Find Monarch Wealth Management, LLC employees' phone numbers or email addresses

Monarch Wealth Management, LLC Global Highlights

North America
16

United States Of America
16

Monarch Wealth Management, LLC's Leadership

J. S.
President
Mobile Phone
Email
C. K.
Managing Partner | Wealth Advisor
Mobile Phone
Email
D. T. G.
Managing Partner
Mobile Phone
Email
D. L.
Managing Partner
Mobile Phone
Email
K. B.
Preferred Partner
Mobile Phone
Email
C. F.
Financial Advisor, Investment Manager
Mobile Phone
Email
J. G.
Branch Operations Manager
Mobile Phone
Email
E. S.
Office Manager
Mobile Phone
Email

Contact profiles from Monarch Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

T. B.
Administrative Coordinator
Mobile Phone
Email
United StatesNew York
Nov 20, 2025
K. A.
Operations Specialist
Mobile Phone
Email
United StatesNew York
Sep 10, 2025

Frequently Asked Questions

What is Monarch Wealth Management, LLC known for?

Monarch Wealth Management, LLC was founded in 2014 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-585-484-****

. Explore Monarch Wealth Management, LLC's company overview page for more information.

What is Monarch Wealth Management, LLC's most common email format?

Monarch Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Monarch Wealth Management, LLC email formats with LeadIQ.

How many employees does Monarch Wealth Management, LLC have currently?

Monarch Wealth Management, LLC has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Monarch Wealth Management, LLC's key employees and leadership?

As of December 2025, Monarch Wealth Management, LLC's key employees include:

President: J. S.
Managing Partner | Wealth Advisor: C. K.
Managing Partner: D. T. G.
Managing Partner: D. L.
Preferred Partner: K. B.

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