Monument Group Wealth Advisors, LLC
www.monumentgroupwealth.comMonument Group Wealth Advisors, LLC is a SEC Registered Investment Advisor. Monument is the natural outgrowth of our affiliated law firm, Woodman & Eaton, PC, whose roots date back more than three decades to 1980. Monument’s wealth management services include Investment Management, Financial Planning and, our unique offering, The Master Plan Program™. The purpose of the Master Plan Program™ is to help client families integrate, organize and coordinate their financial, legal, estate and life planning advice. During hands-on, interactive sessions, we help these families define and/or clarify their goals, and develop a master plan to achieve them.
Read moreMonument Group Wealth Advisors, LLC is a SEC Registered Investment Advisor. Monument is the natural outgrowth of our affiliated law firm, Woodman & Eaton, PC, whose roots date back more than three decades to 1980. Monument’s wealth management services include Investment Management, Financial Planning and, our unique offering, The Master Plan Program™. The purpose of the Master Plan Program™ is to help client families integrate, organize and coordinate their financial, legal, estate and life planning advice. During hands-on, interactive sessions, we help these families define and/or clarify their goals, and develop a master plan to achieve them.
Read moreCountry
State
Massachusetts
City (Headquarters)
Concord
Employees
1-10
Founded
2001
Estimated Revenue
$1 to $1,000,000
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