Learn About Our Firm
We Believe In Being Different – Our culture is designed to cultivate the creative, deliver the unexpected and celebrate your inspiration. We know that ideas come in all shapes and sizes.
David B. Armstrong, CFA is a Managing Director and Co-Founder of Monument Wealth Management. Armstrong provides strategic asset allocation advice to clients while managing the firm’s Global Macro Opportunities strategy.
Dean Catino is a Managing Director and Co-Founder of Monument Wealth Management. As the lead client portfolio manager for the firm’s Dividend & Income Portfolio Strategy, he focuses on clients’ individual retirement income needs.
Tim Lee is a Managing Director and Co-Founder of Monument Wealth Management. In his role he focuses on overseeing the entire financial planning process as well as liability management for clients.
Learn About Our Process
The first in a five part series of video scribes that explain the Monument Wealth Management Process. In this video you will meet Blake & Sandra Shepard – fictional characters who represent a typical Monument Wealth Management client and their initial introduction to Monument Wealth Management.
In The Blueprint Process video, you will follow along with Blake & Sandra as they experience a Monument Wealth Management financial planning meeting.
In this video animation, the partners of Monument Wealth Management use “The Monument Triangle” to create a Private Wealth Plan for Blake and Sandra.
Monument Wealth Management has a 5 step process for new clients. It begins with an introduction meeting and ends in continual performance monitoring and allocation adjustments to fit each client’s evolving needs. Watch this video to find out more!