Monument Group Wealth Advisors, LLC

Monument Group Wealth Advisors, LLC is a registered investment advisor established in February 2001, located in Concord, MA. The firm specializes in providing investment management services to individuals, high net worth individuals, trusts, estates, and businesses. Monument offers services such as investment management, financial planning, and family office services. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Investment management fees are based on a tiered structure, starting at 1.00% for the first $2.5 million of assets under management. Monument primarily uses fundamental analysis methods for investment strategies and employs a long-term investment approach. The firm does not charge performance-based fees and does not manage proprietary investment funds. Monument does not have custody of client assets and recommends Charles Schwab & Co., Inc. as a custodian. The firm has a Privacy Policy in place to protect clients' personal information and does not sell such information to third parties. For more information, clients can contact Monument at 978-451-6466 or visit www.monumentgroupwealth.com.