If you are a client of Monument Wealth Management, you are in the right place. This app is specially designed to give you mobile access to your Monument Client Portal.
This Monument Client Portal app will provide you with a secure way to view your investment accounts, activity and performance, download statements and tax forms, run reports, and read commentary from the Monument Wealth Management Team.
Please reach out to the Monument Wealth Management Team if you have any difficulty accessing your Monument Client Portal, have any questions, want a walk-through, or would like to provide feedback!
*You must set up your Monument Client Portal before logging into this app. To set up your Monument Client Portal or if you have trouble logging in, please contact the Monument Wealth Management Team at 703-504-9600 or firstname.lastname@example.org.
- Securely access your financial accounts
- View interactive reports and dashboards on your financial account holdings, performance and activity
- Access monthly financial statements, quarterly performance reports and other important documents
- Run reports on Gains and Losses, Estimated Income, a Schedule D1 and more
- Access Monument Wealth Management commentary and Monument's weekly "Off the Wall" Blog posts
- Set up and manage automated email and text notifications from your Monument Client Portal
- Customized reporting and features based on feedback we receive from clients like you!
About Monument Wealth Management
We Believe in Being Different. At Monument, we genuinely do not aspire to resemble any other firmin fact, we actively and purposefully avoid it.
In an industry drowning in a sea of sameness, Monument has built a culture and reputation as one of the most creative and forward-thinking firms in the Washington, DC area. We are an SEC Registered Investment Advisory Team of fiduciaries on a mission to positively and deeply impact our clients lives.
We focus on maintaining a team of easy to work with and likable certified professionals who excel at crafting customized financial advice. We ensure our advice is easy to understand, actionable and measurable so that our clients no longer have to worry, Am I going to be okay? None of this would be possible without our culture and our dedicated Team who prides itself on ingenuity, good humor and an entrepreneurial spirit. We will never stop searching for a better way.