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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

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^Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Meet Our Team

Michael Bless

Michael R. Bless, CFP

Founder, Managing Director

michael.bless@monumentwp.com

Marco Galvan

Marco Galvan

Director of Technology

Paul Keeton

Paul Keeton

Managing Director, Investments & Advisory Solutions

Katie Mohan

Katie Mohan

Director of Marketing

Resource Center

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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