Company Overview
- Headquarters
- 801 Main St Ste 14, Concord MA
- Website
- monumentgroupwealth.com
- lm****@monumentgroupwealth.com
- Phone
- (978) 369-7705
- Employees
- 5
- Founded in
- 2001
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$8B
Who is Monument Group Wealth Advisors
Monument Group Wealth Advisors, LLC is a limited liability company based in Concord, Massachusetts, with a staff of 5 employees. The firm is a SEC Registered Investment Advisor and is affiliated with the law firm Woodman & Eaton, PC, which has been operating since 1980. Monument Group Wealth Advisors offers a range of services designed to help clients manage their wealth. These services include Investment Management and Financial Planning. Notably, they also offer a unique program called The Master Plan Program™. The Master Plan Program™ aims to assist client families in consolidating and streamlining their financial, legal, estate, and life planning advice. Through interactive workshops, Monument Group helps families articulate their goals and develop a comprehensive plan to achieve them. For more information about Monument Group Wealth Advisors and their services, please visit their website at monumentgroupwealth.com.
Monument Group Wealth Advisors Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 8M | 55 | New York City, NY | 2013 | |
| 8M | 7 | Boston, MA | ||
| 8M | 19 | Des Moines, IA | 2003 | |
| 8M | 19 | Boise, ID | 2012 | |
| 8M | 9 | Norwell, MA | 1972 |