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Registered Investment Advisor 
 

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Serving clients through all life stages through

Financial Planning
Tax Planning & Tax Preparation
Investment Management
Complete Financial Solutions, All Under One Roof.
INSIGHT
Finding opportunities through a range of investment options and developing a plan to help you achieve your goals
SERVICE
A no-sales approach to financial planning, acting as a fiduciary solely in your best interest
CONVENIENCE
Strategies, tax planning, and tax preparation are also available from our in-house CPA to limit your biggest expense
SUPPORT
Charles Schwab ($491B in balance sheet assets) has custody of your investments, giving you peace of mind
Your financial situation is unique. That's why we offer flexible plans designed to fit your specific needs and budget, regardless of your asset level. You'll only pay for the services that are relevant to you.
Our Services Include:

Retirement Planning
Investment Management
Business Advisory Services
College Planning
Tax Planning
Risk Management
Cash Flow Analysis
Lifestyle Goal Setting
Estate Planning & Tax

You can get started in 3 easy steps

Step 1: Schedule

Click the button below that says "Schedule a Meeting" to find a good time that works with your schedule.

Step 2:  Meet for 30 Minutes

We will get together either in-person or virtually by Zoom.  This is complimentary meeting to introduce ourselves and see how our firm can be of service.

Step 3:  We set an action plan

In easy steps just like 1-2-3, we will set a path to work together in the short term for immediate needs and long term for your financial well being.

Contact

Office: 720-617-1785

10940 S. Parker Road
Suite 765
Parker, CO 80134

info@monuwealth.com


Check the background of your financial professional on FINRA's BrokerCheck.
 

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Monument Wealth, Inc (“RIA Firm”) is a registered investment adviser located in Parker, CO. Monument Wealth, Inc may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Monument Wealth, Inc’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Monument Wealth, Inc’s web site on the Internet should not be construed by any consumer and/or prospective client as Monument Wealth, Inc’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Monument Wealth, Inc with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Monument Wealth, Inc, please contact the state securities regulators for those states in which Monument Wealth, Inc maintains a registration filing. A copy of Monument Wealth, Inc’s current written disclosure statement discussing Monument Wealth, Inc’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Monument Wealth, Inc upon written request. Monument Wealth, Inc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument Wealth, Inc’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
 

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©2025 by Monument Wealth, Inc

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