Welcome to Monarch Wealth Management
Lin A. Edwards, AAMS®, CDFA®,CRPC® is the Managing Partner and leads a Texas-based wealth management team at Monarch Wealth Management that services a select group of families, business owners/entrepreneurs, and corporate executives. Their mission is to be an essential and trusted advisor to clients as they pursue their vision of financial success. Their commitment to this mission is defined by three core principles:
I. Consultative Approach – Through discovery that helps clients discuss, clarify, and prioritize their financial objectives. An interactive wealth planning process that helps clients see where they stand today along with a clear path to goals achievement. A commitment to educating clients helps simplify complex issues and ease decision-making. Benefit: Clients can experience the confidence that comes from having clarity and structure in their financial lives.
II. Goals-Based Strategies – Experience, teamwork, and training allows us to innovate and bring a meaningful perspective. A clear investment philosophy combined with proven principles results in portfolios tied to clients' stated objectives. Willingness to work with other professionals and leverage global resources brings customized solutions based upon the clients' risk tolerance, time horizon, liquidity needs and overall investment goals. Benefit: Clients can feel more at ease knowing that their financial advisor is a financial steward.
III. Personal Attention – Working with a select number of clients helps ensure accessibility and responsiveness. Proactive reviews and regular communication help us make sense of financial markets for clients and keep them on track. Taking an active interest in client's lives can help create a comfortable, caring environment. Benefit: Clients feel connected, which may lead to long-term relationships based on trust.
If you have any questions or would like to schedule a meeting to discuss your financial future,
please e-mail Lin@monarchwealthmgt.com.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.