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Monocot

MONOCOT
WEALTH MANAGEMENT

A boutique advisory firm providing sophisticated investment management solutions and wealth management services to affluent families, executives and business owners.

Dedication

Integrity

Results

We care about your money as much as you do.
We actively manage your portfolio with hands-on attention, and we are obsessive about staying on top of changes in the financial world to ensure that your money is safe and growing.
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STANDING APART FROM THE CROWD

Being Hands-On

We are continuously engaged and involved in our portfolios.

Breaking the "Rules"

We believe fixed-asset allocation is not your only choice and in complementing traditional investments with non-correlated alternative investments.

Staying in Touch

Our 12-4-2 service model includes scheduled monthly calls to keep you informed of our thinking and to keep us in sync with you.

Thinking Creatively

We believe some clients can benefit from sophisticated investment products.
Why should I choose Monocot Wealth Management?
Our investment philosophy, tools and approach to client relationships comprise a different way of doing business—a unique take on financial services you won’t find at most other firms, large or small.
Why Us?
THE MONOCOT PROCESS

We guide you through each step...

 

Wealth Simulation Model

Together, we create a blueprint for your financial investments and a plan of action for the future. Learn More→

1

Asset Management

We take an active role in protecting your money and making it work for you in all financial environments. Learn More→

2

Servicing Relationships

We value communication, so we make an effort to keep you informed about the performance of your investments. Learn More→

3
WHO DO WE HELP?

People Just Like You...

Executives and Entrepreneurs
Planning ahead
Empty-Nesters and Retirees
Carefree living
Business Owners
Maximizing Your Investment
© 2018 Monocot Wealth Management. Powered by IdeaSpring.
PRIVACY POLICY
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Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State St., Albany, NY 12207. Purshe Kaplan Sterling Investments and Monocot Wealth Management, LLC are not affiliated companies. Investments through PKS or RIA are: NOT FDIC INSURED; NOT BANK GUARANTEED; MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL; NOT INSURED BY ANY STATE OR FEDERAL AGENCY. What does this mean for me?

Monocot Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Monocot Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principle capital. No advice may be rendered by Monocot Wealth Management, LLC unless a client service agreement is in place.

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Important Notice

You are now leaving the “Monocot Wealth Management Group” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with “Monocot Wealth Management Group” or any advisor(s) whose name(s) appears on this Website. “Monocot Wealth Management Group” is/are independently owned and operated. Schwab neither endorses nor recommends Monocot Wealth Management Group. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Monocot Wealth Management Group” under which Schwab provides “Monocot Wealth Management Group” with services related to your account. Schwab does not review the “Monocot Wealth Management Group” Website(s), and makes no representation regarding the content of the Website(s). The information contained in the “Monocot Wealth Management Group” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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