Our Company

As an investor, you can go anywhere for financial advice. Wall street brokerages, giant insurance companies, and online discount brokers are vying for your business. But what type of firm is right for you? At Monolithe Wealth Planning Group, we believe our business model is aligned with pursuing strategies that are in your best interest and strive to present a superior opportunity for you. Our entire focus is on developing and managing a comprehensive financial strategy that addresses your unique needs.

Our Commitment

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Monolithe Wealth Planning Group aims to provide a continued education that will strengthen our working relationship.