We believe in being different.
Learn About Our Firm
Monument Wealth Management
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, Managing Director
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 J. Catino | CFP®, CRPC, Managing Director
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.
Timothy R. Lee | CFP®, Managing Director
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
Video Animation 1: Welcome to Monument Wealth Management
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 represents a typical Monument Wealth Management client and their initial introduction to Monument Wealth Management.
Video Animation 2: The Blueprint Process
In The Blueprint Process video, you will follow along with Blake & Sandra as they experience a Monument Wealth Management financial planning meeting.
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Our Weekly Market Commentary and Blog
We write a weekly market commentary to keep you up-to-date with the most important financial news.
