Monument Wealth Management

Monument targets high-net-worth families, private business owners, and professionals in the Greater Washington, D.C. area — particularly those experiencing liquidity events from selling operating companies, concentrated stock positions, or partnership distributions. The firm's advisory model is built around tax-aware transition of lump-sum capital into long-term investment portfolios, rather than recurring paycheck-to-savings accumulation.

Monument operates as an RIA with discretionary management authority, building and rebalancing portfolios directly for its clients. For private-market allocations, the firm functions as a gatekeeper — sourcing and vetting fund commitments — rather than deploying capital as a direct investor. Public-equity portfolios are managed in-house.

The firm operates exclusively from a single office in Alexandria, Virginia, and serves families concentrated in the Northern Virginia, Washington, D.C., and suburban Maryland corridor. Its networking, client referrals, and market intelligence derive from the federal-contracting, legal, and technology ecosystems native to this region rather than a national retail footprint.