How does the advisor help clients – Key Takeaways:
Monson Wealth Management, Inc. is a leading financial planning and wealth management firm that provides comprehensive services to help clients reach their financial goals. Their team of experts uses a holistic approach to financial planning, taking into account each client’s unique circumstances and objectives.
Facts and Insights
Founded in 2003, Monson Wealth Management, Inc. has over 18 years of experience in the financial industry. The firm is headquartered in New York and has a team of highly qualified advisors who are committed to providing personalized and ethical financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered
Monson Wealth Management, Inc. offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, risk management, and education planning. Their team of experts works closely with each client to create a customized financial plan based on their specific needs and goals.
Client Types
Monson Wealth Management, Inc. caters to a diverse client base, including high-net-worth individuals, families, and small businesses. They also specialize in working with women, business owners, and professionals.
Fees & Compensation
Monson Wealth Management, Inc. operates on a fee-only basis, meaning their advisors do not earn commissions or receive any other form of compensation for recommending certain products or services. This ensures that their recommendations are always in the best interest of their clients.
Background
The team at Monson Wealth Management, Inc. is made up of highly educated and experienced professionals who have a deep understanding of the financial industry. They hold advanced degrees and certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As per publicly available information, Monson Wealth Management, Inc. has a clean record with no legal or disciplinary actions taken against them. They have a fiduciary duty to act in the best interest of their clients and abide by all relevant laws and regulations.