Monon Wealth Management began with the goal of building a simple and elegant wealth management practice that allows us to be indispensable to our affluent clients, while building a great quality of life for all stakeholders (clients, team members and strategic partners). Our objective is not to have the largest wealth management practice, measured by number of clients, employees or assets under management. Instead, we focus our effort on only serving our ideal clients where we can make deep and meaningful impact on their life and financial situation.