Monument Wealth Management

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Description

  • We Believe in Being DifferentMonument Wealth Management is an independent Registered Investment Advisory firm based in the Washington D.C. area that takes a unique, collaborative team approach in leading clients through a personalized Private Wealth Management experience like no other. Monument specializes in helping successful entrepreneurs, executives, other high-net-worth individuals and their families properly connect their financial resources to their personal aspirations. We do this through innovative, cash flow-based Private Wealth Planning and discretionary, in-house asset management, completely unconstrained by any large corporate agenda. Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey. Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com.
  • location

    Headquarters:1701 Duke Street Suite 425, Alexandria, Virginia, United States

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  • Monument Wealth Management phone

    Phone Number: +1 703-504-9600

  • Monument Wealth Management website

    Website: https://www.monumentwealthmanagement.com

  • Monument Wealth Management employees

    Employees:12

  • Monument Wealth Management revenue

    Revenue:$1 - 10M

  • Monument Wealth Management legal name

    Legal Name:Monument Wealth Management

  • Monument Wealth Management's Social Media

    Monument Wealth Management linkedin Monument Wealth Management facebook Monument Wealth Management twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

President And Co-Founder for Monument Wealth Management

David Armstrong

President And Co-Founder

Person level website visitor identification

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View Employees

David Armstrong

President And Co-Founder

Dean Catino

Managing Partner And Co-Founder

Jessica Gibbs

Vice President And Partner

Cathleen Phelps

Client Experience Manager

Erin Hay

Portfolio Manager

Frequently Asked Questions regarding Monument Wealth Management

  • Where are Monument Wealth Management's Headquarters?

    Monument Wealth Management's Headquarters are in 1701 Duke Street Suite 425,Alexandria,Virginia,United States

  • What is Monument Wealth Management's phone number?

    Monument Wealth Management's phone number is +1 703-504-9600

  • What is Monument Wealth Management's official website?

    Monument Wealth Management's official website is https://www.monumentwealthmanagement.com

  • What is Monument Wealth Management's Revenue?

    Monument Wealth Management's revenue is $1 - 10M

  • What is Monument Wealth Management's NAICS code?

    Monument Wealth Management's NAICS code is 523930

  • How many employees are working in Monument Wealth Management

    Monument Wealth Management has 12 employees

  • What is Monument Wealth Management's Industry?

    Monument Wealth Management is in the industry of Financial Services

  • Who is Monument Wealth Management's President And Co-Founder?

    Monument Wealth Management's President And Co-Founder is David Armstrong

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