Protecting your family, preserving your wealth.

What We Do Best — At Monarch we love to EDUCATE, INSPIRE and PROTECT. This love affects every aspect of the way we interact with our clients and maintain high trust relationships with them and their financial team long term.

Our firm specializes in helping very high net worth and ultra-affluent individuals, families and business owners in the areas of tax analysis, tax savings strategies, income planning and wealth transfer. We also help those with strong income to find ways to set aside additional pre-tax dollars and develop strategies for creating tax-free income streams long term through the utilization of vehicles such as the “Personal Pension”.

One of our core competencies at Monarch is being able to work alongside our client’s financial team which typically includes their Wealth Manager (financial advisor), CPA and Attorney to develop strategies that are in the best interest of the client. Since our solutions and area of discipline don’t compete with the other members of the financial team we are uniquely positioned to work closely with these advisors and provide unity and synergies amongst the financial team that, in the end, bring tremendous value to our clients.

View "The Monarch Method (PDF)!