Are you a high-achieving individual? 🌟 If your aspirations involve reaching the upper ranks of the C-suite or owning a thriving business, developing your executive presence can help get you there. Swipe right to read our thoughts on the key traits of wealthy business leaders. Want more insights on building your executive presence and wealth potential? Subscribe to our newsletter for actionable tips and expert advice. ➡️ https://bit.ly/mwmnewsLI #businesssuccess #wealthbuilding #careeradvancement
Monument Wealth Management
Financial Services
Alexandria, Virginia 1,275 followers
Equal parts creative collective, skilled advisors, and outspoken critics of the financial industry.
About us
Our vision is to be the firm of choice for those looking for something different in a wealth management firm: an enduring, innovative company with an entrepreneurial spirit that acts and functions more like a creative team than a financial services firm. To that end, we look to build a reputation of carefully-crafted wealth advice delivered by the most collaborative and forward-thinking team in the Washington, D.C. area—and beyond. Most wealth advisors try to differentiate themselves by claiming they have the best–the best firm, the best plans, the best portfolio strategy, the best client service -- we say that’s all a bunch of bunk. These are all basic elements of being an advisor. While we take great pride in our ability to execute on those basic elements, we know that’s not what really differentiates us. What differentiates us in a sea of sameness is our razor-sharp, innovative, collaborative, and creative team who delivers comprehensive wealth-building expertise in a straightforward manner - without the egos. When you work with Monument, you are working with our whole team – not just a single advisor. We provide opportunities for business professionals and high-net-worth investors to use what they have, to get where they most want to go—and tap not just their potential for wealth, but their potential for living. For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans. Monument Wealth Management is an independent Registered Investment Advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com/disclosures.
- Website
-
http://www.monumentwealthmanagement.com
External link for Monument Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Alexandria, Virginia
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Financial Services, Investment Management, Financial Planning, Family Office, Wealth Management, Private Wealth Management, Private Wealth Planning, Stock Market, and ETFs
Locations
-
Primary
Get directions
1940 Duke St
6100
Alexandria, Virginia 22314, US
Employees at Monument Wealth Management
-
Jessica Gibbs, CFP®
Partner, Monument Wealth Management | Co-Host “Off the Wall” Podcast | Advocate for Women & Wealth
-
Emilie Totten
3x CMO | FinServ | SaaS | B2B Marketing Top Voice | Consultant | Advisor | Yogi
-
Dean Catino, CFP®, CPWA®, CRPC®
President & Co-Founder at Monument Wealth Management
-
Emily Harper, CFP®
Partner, Monument Wealth Management | MBA, CFP® Professional | Resident Tax Expert
Updates
-
Investors sitting in cash have missed out BIG time over the last few years. We get it, bull markets tend to make everyone feel antsy. When is the drop coming? Maybe I should move more to cash to avoid losses. 🤔 The problem is that trying to time the markets almost never works out. Instead, you should be off the sidelines and confident in a portfolio designed to help you capture the upside while leveraging specific investment strategies to provide some downside protection. What do you think? See you in the comments! 👇 P.S. Tune into the full episode with guest Jordan Jackson here: https://lnkd.in/gy53_Fkg #stockmarket #investing #personalfinance #wallstreet #investmentportfolio Transcriptions are generated automatically, may not be completely accurate, and should not be relied on. Please see important video disclosure information https://lnkd.in/d9zpcbyn
-
This post from David B. Armstrong, CFA is a good one especially right now given they April pull back. Planning for cash needs allows for some emotional breathing room during pullbacks. Which as Dave states below happen on average 3x a year.
~ President - Monument Wealth Management ~ Host of "Moments in Leadership" Podcast
☄️Can’t remember where this originated from but it’s in a computer folder I call “review often”. 5% pullbacks happen on average 3 times a year. Proper cash holdings in your portfolio should be enough to keep you from selling right now.
-
-
Be sure to check out David B. Armstrong, CFA and Emilie Totten at the Barron's Advisor Teams Summit if you are going. Details in Dave’s post below.
~ President - Monument Wealth Management ~ Host of "Moments in Leadership" Podcast
For my professional network, if you are going to the Barron's Teams Summit, be sure to swing by our presentation "Dollars and Data: How to Speak Your Clients' Language in the Digital Age" at 9:50am, right after the opening day morning General Session. Emilie Totten and I will chat all things digital. Barron's Advisor
-
-
What’s an investment high you’re really proud of? It’s natural for investment wins to stand out. Just like it’s easy to remember all the times you won at the casino that make up for the losses. 🎰 But individual investors can often dangerously anchor on these previous highs and unknowingly fall into poor decision making. Want to learn more about our rules based portfolio management strategy that accounts for this issue? Get in touch if you want to learn more: https://bit.ly/3U5WULQ #growthstocks #investingmindset #investsingstrategies #investingadvice Transcriptions are generated automatically, may not be completely accurate, and should not be relied on. Please see important video disclosure information https://lnkd.in/d9zpcbyn
-
Feeling uncertain about the stock market? We’re excited to welcome Jordan Jackson from J.P. Morgan Asset Management to our Q1 market recap with David B. Armstrong, CFA, and Erin Hay, CFA, Nate Tonsager! A top market strategist and regular on financial networks like Bloomberg and CNBC, Jordan brings expert analysis on the pulse of the global economy. In this episode, we cover: - The sustainability of S&P 500’s high market concentration - The hidden gems within small-cap stocks - China’s real estate crisis and its influence on global markets - The real scoop on all-time highs in the market - Future predictions for the housing market What's your biggest economic question for 2024? Comment below and let’s discuss! 🎧 Listen to the full episode https://lnkd.in/gy53_Fkg #FinanceNews #Markets #stockmarket #investmentstrategy Transcriptions are generated automatically, may not be completely accurate, and should not be relied on. Please see important video disclosure information https://lnkd.in/d9zpcbyn
-
Today we’re celebrating 9 incredible years with Jessica Gibbs, CFP®, Vice President & Partner at Monument!🎉🌟 Where can we even begin to express how much we value and appreciate Jessica? From her sharp, insightful perspectives as co-host of Off the Wall podcast to her leadership driving the Monument team forward, she’s truly a cornerstone of our success. While we’re gushing over Jessica, let’s get to know her better with some trivia. If Jessica could instantly become an expert in any subject or activity, what would it be? Drop your guesses in the comments below and stay tuned – we’ll share the answer later today!
-
-
Ever wonder if your car mechanic is taking you for a ride? 🚗 It’s even worse when it comes to your portfolio. That’s your life’s work – all in the hands of a financial advisor you don’t know if you can trust. Here’s a tip: figure out how they’re compensated. It can say a lot about how they’ll handle your finances. We’re here to break down the basics of wealth management fees – without any B.S. Check out our guide. 👇 https://lnkd.in/evUZCSTH #wealthmanager #investmentadvisor #financialplanning #investing
-
-
Have you ever made an investment decision based on politics? LMK your thoughts below.👇 P.S. Stay tuned for our Q1 market recap with a special guest from J.P. Morgan coming next week. #investing #politics #2024election #stocks #sp500 Transcriptions are generated automatically, may not be completely accurate, and should not be relied on. Please see important video disclosure information https://lnkd.in/d9zpcbyn