The Monument Group of Wells Fargo Advisors' advisors and support staff work together to provide you with a best-in-class client experience, designed to allow you to live the life you choose by simplifying the management of your wealth. Our commitment to you is offered by a group that is:
Our team will communicate with you regularly – or as often as you'd like – to provide reporting on the progress toward your goals, and we will stay focused on your needs as they continue to evolve throughout the various stages of your life.
The complexities of your wealth may include unique goals which require thoughtful decisions over the years. Therefore, we take a team approach and draw on each individual's skill sets to deliver wealth management solutions tailored to you – and only you.
If you have questions, we have answers. Our financial advisors take pride in finding the solution best suited to your needs, and we will continue to work diligently toward achieving the goals you envision for your future and your family.
Because your plan likely extends to future generations, we have established a legacy planning process which focuses on family goals, objectives, challenges, and results – allowing everyone to come together and work toward a smooth transition of wealth.