Monument Group Wealth Advisors, LLC

www.monumentgroupwealth.com

Monument 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.

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Monument 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.

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Country

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State

Massachusetts

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City (Headquarters)

Concord

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Employees

1-10

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Founded

2001

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Client Service Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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