Monograph Wealth Advisors

Monograph Wealth Advisors is an employee-owned independent advisor based in El Segundo, California. The firm specializes in serving affluent families and related institutions across the United States. With a team of one employee, Monograph Wealth Advisors provides comprehensive wealth management solutions tailored to clients with typically $30 million to $500 million or more in assets. Monograph Wealth Advisors offers a range of services designed to help families build, preserve, and transfer wealth across generations. These services encompass public and private investments, tax and fee efficiency strategies, pre-liquidity planning, estate planning, strategic philanthropy, multigenerational planning, and professional team coordination. The firm utilizes proprietary wealth planning technology to provide clients with a unified platform for managing their financial affairs and visualizing their future financial goals. Monograph Wealth Advisors emphasizes transparency and operates on a fee-based structure, ensuring unconstrained access to products and services while mitigating potential conflicts of interest. For those seeking personalized wealth management guidance for their family, Monograph Wealth Advisors can be reached at monographwealth.com.