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Your Life. Your Investments.

Take control of your investments with Monolithe Wealth Planning Group. There are no limits.

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Changing Your Perspective.

Education brings opportunity. Expand your knowledge with Monolithe Wealth Planning Group.

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Welcome to Monolithe Wealth Planning Group

Monolithe Wealth Planning Group offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Monolithe Wealth Planning Group is California's preeminent financial advisor.

Our focus is to provide unique client-centered strategies to high-net worth individuals and families as well as smaller to midsized institutional clients. Monolithe Wealth Planning Group offers the confidence and trusted, unbiased knowledge that comes with an independent firm. We are committed to inspiring our clients in making informed decisions through education, communication and service which exceeds their expectations. Everyone at Monolithe Group has a tremendous passion for managing wealth and will continue building evolving strategies which make sense to investors in the current economy.

Financial Guidance

We Offer Personalized Plans to Match Your Needs.

Imagine the investment world as a vast constantly moving ocean. We work to build a deep relationship with our clients to make sure we properly define our clients' objectives as we navigate through this economic ocean with its constant legislative changes and socio-economic objectives. We help build a lighthouse on that destination, and then work towards having our clients ship arrive there in the most efficient way possible. Please take a moment to view our 4-minute video to help explain the value of diversifying investments across an asset allocation and our approach to protecting and building wealth.

Call us today to schedule an appointment with a financial advisor.
949-245-6175

Our Services

Insurance Services

A good defense is the best offense. Let Monolithe Wealth Planning Group surround you and your family with leading insurance policies.

 

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Wealth Strategies

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
 

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Financial Planning

Examine your overall financial picture and view your financial independence from a holistic approach. Create investment strategies based on your goals such as retirement, college education planning, and estate planning.

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Meet the Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our Company page to learn more about our advisors.  

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Individuals & Families

Whether you’re a party of one or six, Monolithe Wealth Planning Group customizes your investment strategies to fit your current needs and future goals.    

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