Our Services
Strategies Designed for You
When you’re feeling inundated by the many financial decisions you face, Monogram Wealth Partners is here for you. We will get you organized and build your plan to address market volatility, your spending needs, strategies to preserve and enhance your wealth, and more so you can devote your time to doing what you love.
Financial Planning
Let’s design and implement a plan to help reach your goals. We can then manage your investment accounts as part of that plan, monitoring your progress and suggesting changes as time passes.
Investment Management
We will help you determine your asset allocation needs and better understand your risk tolerance. Then, we’ll recommend the appropriate investment solutions to help pursue your most important goals. When you work with Monogram Wealth Partners, you will benefit from the following:
Portfolio
A personalized portfolio focused on your needs and goals
Advice
Independent, impartial advice along with continual monitoring of your investments
Review
Periodic meetings to review your investment portfolio, update your financial objectives, and reallocate your portfolio, if appropriate
Retirement Planning
Monogram Wealth Partners will evaluate your current status and create a strategy that will help you pursue your desired retirement lifestyle. We’ll build a plan that addresses ways to maximize growth and make tax-efficient distributions, as well as how to leave retirement assets to your next generation.
Financial Projections
We help project your probability of meeting your retirement needs and wants.
Cash Flow Analysis
We continually develop and implement recommendations to fund your cash flow needs and help maintain your standard of living.
Distribution Strategy
We make recommendations regarding a distribution strategy for your assets in retirement.
Tax Planning
At Monogram Wealth Partners, we seek to minimize the tax burdens you face now and in the future by developing an understanding of your unique circumstances and helping you navigate the evolving tax laws. We offer recommendations of advanced tax planning strategies and tax advantaged investments. We work in coordination with your tax provider, and share our knowledge on new tax laws that can affect your situation.
Estate Planning
Create an effective plan to manage your assets today—and for generations to come.
Monogram Wealth Partners will review your current estate plan and work with you to make sure it addresses your concerns and goals. Working alongside your estate planning attorney, we will implement an effective plan that protects your legacy and benefits those you hold dear. We also help with the implementation of trust strategies developed by your attorney.
Insurance Evaluation
Monogram Wealth Partners seeks to help protect your overall financial plan, your way of life, and your ability to pursue your goals even when the unexpected happens.
Integrated Review
We conduct an in-depth review of existing or proposed life and long-term care insurance coverage.
Additional Coverage
We help you add life, disability, and long-term care coverage, where appropriate.
Because we are an independent advisory firm, we’re free to offer sound advice that serves your best interest. As a result, you’ll receive independent advice with access to all available insurance companies.
Employer-Sponsored Retirement Plan Services
Monogram Wealth Partners offers comprehensive services designed to help business owners manage their retirement plans. Our services include the following specialties.
Plan Design and Selection
Whether you want to maximize retirement savings or offer employees an additional benefit, we help you establish a plan that is unique to your company.
Evaluation of Plan Providers
As independent financial advisors, we have access to many record keeping providers and will help you select a cost-effective plan solution that fits your needs.
Investment Selection
As fiduciaries, we’ll create an investment lineup that is right for your company, and monitor the chosen investments to see if any changes are warranted.
Plan Implementation
We work with employers to implement a new plan and help get their employees enrolled smoothly.
Employee Education and Advice
We educate employees on their options, encourage them to save for retirement, and provide group and one-on-one educational sessions for participants.
Plan Compliance and Reviews
We review the plan with plan sponsors, and work with a Third-Party Administrator to ensure your plan remains in compliance.
Partnerships
To further strengthen our ability to serve clients, we’ve partnered with Arkadios and Fidelity, two trusted names in financial services. Arkadios provides industry-leading resources that empower us to deliver comprehensive advisory solutions, while Fidelity’s expertise ensures secure, efficient, and forward-thinking financial strategies for our clients.
