Monument Wealth Management Email Format

Financial ServicesVirginia, United States11-50 Employees

Monument Wealth Management is a financial services firm that provides wealth management and integrated financial planning for professionals who have built substantial success and want to prioritize other life objectives. As a registered investment adviser, it offers customized investment strategies and a holistic view of a client’s financial life to help illuminate options and guide deliberate decision-making. Based in Alexandria, Virginia, the firm serves clients seeking to align wealth with life goals and long-term personal priorities.

Within the financial services sector, Monument positions itself as a thinking partner that helps clients connect information across their finances to clarify options and support deliberate action. In 2021 the firm partnered with The Campagna Center to provide externships for high school students and launched a small business internship aimed at increasing diversity in the wealth-management field.

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