The wealth strategy firm built for life’s biggest decisions. See Important Disclosures on our website.
Alexandria, VA
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Do you have a plan for your business exit? Even if it’s YEARS down the road, crafting a creative, bespoke plan with a team of advisors can help you get exactly what you want from your exit event.
Read John and Kara’s story: bit.ly/3TjhKqE
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Everybody's looking for the secret to growing wealth.
Here's it is: Don’t subscribe to complex investment strategies.🚫
#investing #stocks #personalfinance #economy
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Meet Jonah James Smith, the newest addition to the Monument family! Born March 5th, he's already showing off his sweet disposition and great sleeping habits. Big brother Sam is thrilled too! Best wishes to Jessica and family as they settle in to life as a family of four!
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Wondering how to move beyond the feeling that you’re just giving money to a cause? Joining a #nonprofit board could be the answer. Listen to our latest Off the Wall episode to learn about common expectations and if board service is the right fit for you. bit.ly/meerapillai
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Economic growth and falling inflation… as a result of higher interest rates? 🧐
We don’t think the Fed can take all the credit. Nate Tonsager shares why AI-powered productivity might be what’s driving the soft-landing narrative. 👉 bit.ly/3Iz3e9w
#AIinfinance
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Choosing a wealth manager is like picking a surgeon: trust matters more than tools or titles. It's about understanding, clarity, and genuine care. That's what we strive for at Monument: care & connection you won't find just anywhere. See if we’re a fit bit.ly/MWMfitlnkbio
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Craving deeper philanthropic impact?
Meera Pillai reveals how to pick charities to support, truths about joining a nonprofit board, and more tips on our latest episode: bit.ly/meerapillai
#Philanthropy #Nonprofit #Giving
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Maintaining wealth post-business sale? Trickier than it seems. Learn what common behaviors can threaten your portfolio and explore our strategies for enduring cash flow post-sale 👉 bit.ly/4bSJmeT
#businessowner #exitplanning #financialplanning
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For #InternationalWomensDay, we’re featuring some powerful women who've appeared on our OFF THE WALL Podcast since we began over three years ago. We’re honored to have so many incredible women in our Monument Wealth community 💪 Check out the episodes: bit.ly/3wJx3Bl
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Your business shouldn't be your only retirement plan. Discover the benefits of diversified plans like SEP IRAs & solo 401(k)s with Monument's guidance. Maximize growth, minimize risk. More info here: bit.ly/3TijYqD
#entrepreneurlife #retirement #businessexit
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Many entrepreneurs are 'paper rich' with most wealth in illiquid equity. Don't wait until exit time to plan. Start early, build an expert advisory team, and create a comprehensive wealth plan. Ready to turn paper wealth into real assets? Let's chat: bit.ly/MWMfitlnkbio
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🎉 We’re honored that our Off the Wall podcast was featured in @raysclafani’s 10 Must Listen Advisor-Led Podcasts for Wealth Wisdom. Subscribe to get unfiltered coverage of topics that founders, business owners, and executives care about. bit.ly/mwmpodcast
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Discipline is core to our investment philosophy. How you behave and emotionally react in good markets and bad will have the largest impact on returns over the short term. Good decisions made over and over again compound to create success. One bad decision can really set you back.
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While it's tempting to jump on high-flying stocks like #Nvidia, remember the risks that come with timing and volatility. Our unfiltered advice? Don’t get distracted by the media, stay disciplined. Follow us for more investing strategies that cut through the noise.
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Overwhelmed by the thought of changing 1000+ passwords? Cathleen D. Phelps shares a manageable tip: change #passwords as you go. Get more practical advice to protect yourself against cyber attacks in our latest podcast episode: bit.ly/protectfinancialasset…
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QR scams, AI fakes, texting tricks—cyber threats evolve fast. And small businesses are most at risk.😓 Dive into cybersecurity trends & asset protection tips in our latest podcast episode. Listen: bit.ly/protectfinancialasset… #CyberSecurity
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9 remarkable years with Cathleen D. Phelps, Client Experience Manager at Monument – wow! 🎉 Here’s a fun trivia fact to celebrate with:
Q: What unique hobby does Cat enjoy in her free time?
A: Ragnar Relays, which are long distance races run as a team. Cat has run 10!
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National Caregivers Day is a time to acknowledge & support those who are caring for loved ones. Find guidance and support in our latest article: bit.ly/3vSJJWr. Monument is here to help you navigate this journey with compassion. #NationalCaregiversDay #CaregivingSupport
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The Tax Cuts & Jobs Act is set to expire in 2026 👀 and with it, we can say goodbye to lower tax rates and doubled lifetime gift & estate exceptions.
What can you do to prepare?
Emily M. Harper, CFP® shares 5 key strategies to get you started 👉 bit.ly/3UAH1is
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While there haven’t been any 52-week highs at the index level this week, yesterday was the 30th trading day of the year, and already the S&P 500 has managed to close at a 52-week high…12 times. Watch the full video and subscribe for weekly insights: bit.ly/MonumentWealthBlog
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