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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.
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.
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.
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1

Asset Management

We take an active role in protecting your money and making it work for you in all financial environments.
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2

Servicing Relationships

We value communication, so we make an effort to keep you informed about the performance of your investments.
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3
WHO DO WE HELP?

People Just Like You...

Carefree living
Maximizing Your Investment