Monument Wealth 5.14.0

Welcome, clients of Monument Wealth Management. This application is designed to provide secure mobile access to your Monument Client Portal, facilitating efficient management of your investment information.

The Monument Client Portal app offers a range of features including:

• Secure viewing of your investment accounts, activity, and performance metrics
• Downloading of monthly statements, quarterly reports, and tax documentation
• Access to interactive reports on gains and losses, estimated income, and other relevant data
• Options for sharing documents directly with the Monument team

If you encounter any difficulties accessing the Portal, have questions, require a walkthrough, or wish to provide feedback, please contact the Monument Team at 703-504-9600 or [email protected].

Note that you must first set up your Monument Client Portal account prior to logging into this application. To establish your portal account, please reach out to us for assistance.

About Monument Wealth Management

Monument Wealth Management delivers transparent advice and unambiguous guidance aimed at effectively framing risk and reducing complexity. Our Private Wealth Design process is tailored specifically to address your personal questions and concerns, providing clarity and reducing the anxiety associated with financial decision-making. For more information and important disclosures, please visit https://monumentwealthmanagement.com/disclosures/.