How Healthy is Your Portfolio?

Find out - without having to switch advisors or sign any long-term contracts.

What’s a Portfolio Health Check? Get a second opinion in these areas:

Asset Map & Net Worth Picture

We'll help organize the assets you own including personal retirement accounts, trusts, brokerage and other investment accounts. This helps us build your asset map and total net worth picture to identify any potential gaps.

Asset Allocation Review

We'll analyze the assets within your portfolio and how they relate to your overall risk profile, financial concerns, and objectives.

Trading, Rebalancing, and Tax Efficiency

We’ll look at how your portfolio is being traded. As your wealth continues to grow, it’s crucial to manage your assets with tax efficiency in mind. Nobody likes a surprise tax bill!

How It Works

No Obligation Phone Call

Set up a complimentary, 20 minute phone call with our Portfolio Management Team. We’ll get acquainted and learn more about you and your portfolio.

Complete Checklist

After the call, we’ll send you a checklist of items we’ll need to complete the Portfolio Health Check, including a link to submit your one-time payment of $799.

Conduct Portfolio Health Check

Once we receive the requested items, we’ll conduct an analysis on your asset allocation, tax efficiency, and cash flow to prepare your personalized recommendations.

Review Your Results

You’ll receive an email to setup your one-on-one Portfolio Health Check review. Our experts will explain our findings, offer recommendations, and provide you with a PDF copy of your results.

Get Started

Meet Your Portfolio Managers

David B. Armstrong, CFA®

Co-Founder & President

David B. Armstong, CFA® is Co-founder and President at Monument Wealth Management. Dave is an entrepreneur, portfolio manager, philanthropist, board member, and frequent conference and podcast speaker. He’s been featured in numerous publications including The New York Times, The Wall Street Journal, The Washington Post, CNBC.com, Washington Business Journal and many more and was named by Financial Advisor Magazine as a Top RIA in America 5 years in a row. He is a combat veteran and served as an officer in the United States Marines Corps on both active duty and in the reserves, retiring at the rank of Lieutenant Colonel. He is also the creator and host of two podcasts, OFF THE WALL and MOMENTS IN LEADERSHIP, where he interviews top leaders in business and the military to fuel his mission to help others lead and build wealth with purpose.

Erin M. Hay, CFA®, CMT®

Private Wealth Advisor & Portfolio Manager

Erin M. Hay, CFA®, CMT® is a Private Wealth Advisor and Portfolio Manager at Monument Wealth Management. Erin is a dual CFA® and CMT® charter holder, with experience in private banking, sell-side investment research and high net worth investment management. As a researcher, he covered a wide variety of companies within the financial sector, including small cap banks, commercial aircraft leasing, intermodal container leasing and commercial mortgage REITs. His investment advising experience, paired with the intellectual rigor of equity research, makes him uniquely adept at crafting creative solutions for wealthy individuals with robust portfolios. He loves diving into the vagaries of the market but takes pride in never missing the forest for the trees. Erin was named a “Top Next Generation Financial Advisor” by Forbes in 2023 and has been featured in publications including Advisor Magazine, The Street, and Bloomberg Tax.

Nathan W. Tonsager, CIPM®

Private Wealth Advisor

Nate W. Tonsager, CIPM® is a Private Wealth Advisor at Monument Wealth Management. Nate is a Wisconsin Badger alum and calculus tutor turned Private Wealth Advisor. He was named a “Top Next Generation Financial Advisor” by Forbes in 2023 and is a frequently contributes market commentary to Monument Wealth’s blog as well as on LinkedIn. Nate’s passion for numbers, thoughtful investment analysis, and clear communication style uniquely positions him as a trusted advisor for high-net-worth individuals looking to gain clarity around their portfolio and how it works in tandem with their Private Wealth Design.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monument Capital Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Please see important rankings disclosure information https://monumentwealthmanagement.com/ranking-disclosure/

Serving High-Net-Worth Individuals & Families for 15+ Years

100%

All of our clients are individual families and households. We do not have any institutional clients, foundations, endowments, or 401K plans. Real people are our only focus.

We are headquartered in the Washington D.C. area but have clients from all across the country - in 24 different states to be exact!

$3M+

We specialize in working with founders, business owners, and high-earning executives with portfolios in excess of $3M+.

Questions And Answers About The Portfolio Health Check

What does it cost?

$799 one-time fee, payable by Check or PayPal.

Why do you charge a fee?

We believe our time and expertise is valuable. We charge a fee to account for the time we spend with you learning about your goals, conducting our analysis, preparing your report, and meeting with you to explain our findings.

Do I need a minimum asset size to work with you?

Yes. To qualify for our Portfolio Health Check, you must have at least $3M in investable assets. However, if your current portfolio is between $1M - $3M with more liquidity expected soon due to a business exit, inheritance, gift, or other liquidity event, you may still qualify – please reach out.

What types of investments do you review? Are there investments you WON’T review?

We review all liquid assets in your portfolio. However, we won’t review illiquid or public, nontraded assets such as private placements and direct real estate.

What information do you need from me?

To complete your portfolio health check, we need 3 things:

Basic Financial Information. We'll send you a short questionnaire to input your income, assets, loans, & liabilities. We'll use this to generate your asset map and net worth picture.
Your Risk Measurement. We'll send you a short "quiz" to calculate your risk tolerance and risk capacity. This helps us tailor our recommendations to you.
Recent Statements. We'll send you a secure link to upload your key account statements for the assets in your portfolio.

Upon completion of your 20-minute consultation, we'll provide details on how to securely send us this information.

How long does the process take?

Once we receive all the information required for your review (see question above), we can usually turn around your report within 10 business days.

What if I’m not happy with your analysis?

We stand behind our ability to deliver a highly valuable report to analyze your portfolio. However, if you’re not fully satisfied, we’ll give you a 100% full refund – guaranteed.

*Please see  Important Disclosure  and  access to additional testimonials (positive and negative) at  https://monumentwealthmanagement.com/testimonial-disclosure/

Ready For Your Second Opinion?

Schedule Your No Obligation Phone Call To Get Started

We take cyber security seriously. We follow all information security best practices and will never share your data with anyone.

PORTFOLIO HEALTH CHECK 

Terms, Conditions, and Limitations

Monument Wealth Management (“Monument”) is an SEC registered investment adviser located in Alexandria, Virginia. The Portfolio Health Check is a limited scope engagement designed to provide a one-time review of a subscriber’s current investment portfolio. No other current or subsequent services are included in the Portfolio Health Check.  Monument’s review and recommendations are based exclusively upon the information provided by the subscriber without any verification by Monument. Results can be adversely impacted by inaccurate or incomplete information. The subscriber is not obligated to implement any of Monument’s recommendations. If a subscriber desires to implement any recommendations, the subscriber can do on their own independent of Monument, or choose to subsequently engage Monument per the terms and conditions of a separate Investment Advisory Agreement. Please Also Note: The Portfolio Health Check is subject to the following important terms, conditions and limitations: Different types of investments and investment strategies involve varying degrees of risk  and volatility, and at any specific point in time, or over any specific time-period, any investment or investment strategy can and will suffer losses, at times substantial losses. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Monument) will be profitable, equal any historical performance level(s), or prove successful. Neither Monument’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved. Monument  is not a law firm, accounting firm, or insurance agency. Monument does not prepare legal documents or tax returns, nor does it sell insurance products. A copy of Monument’s  current written disclosure Brochure and Form CRS discussing our advisory services and fees is available at  www.monumentwealthmanagement.com. The subscriber’s esignature represents  the subscriber’s acknowledgment, understanding and agreement with the above Portfolio Health Check terms and conditions, and electronic receipt of Monument’s disclosure Brochure and Form CRS.