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Our Services

Monocot Wealth Management

At Monocot Wealth Management, we have a singular focus: Making money for our clients. An important part of that commitment is protecting and preserving our clients’ assets with our conservative approach to investment and our 24/7 attention to changes in the markets and the economic environment in general.

Our services reflect our client-centric approach, with a range of product options and an approach to customer care that are not available in many large financial services firms. Highlights include:

Comprehensive financial planning based on the results of our Wealth Simulation Model.
- Retirement planning
- Distribution planning
- Social Security optimization
- Cash flow management
- Financial goal-setting
Discretionary portfolio management with a limited number of portfolios that enable us to stay on top of changes and immediately make adjustments for the benefit of our clients.
A wide range of investment products to address each client’s unique needs, including trust deeds, structured products, annuities, options and more.
- Uncorrelated alternative investments
- Trust deeds
- Structured products
- Variable annuities
- Fixed indexed annuities
- Option strategies
- 1031 exchanges into DST funds
Unbiased and agnostic counsel on and access to life, disability and long-term care insurance.
Advice regarding related topics, such as real estate and business.
Easy online and mobile access to portfolio metrics and reports.
Our 12-4-2 client communication program.
Access to our extensive network of trusted advisors and experts in a multitude of disciplines.
- Taxes
- Auditing
- Accounting
- Estate Planning
- All areas of law
- Mergers & Acquisitions
- Human Resources
- Commercial Banking
- Mortgage Banking
- Commercial Insurance
- Group Benefits
- Commercial and Residential Real Estate
- Property & Casualty Insurance

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?

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.

Our Services

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