Monument Group Wealth Advisors, LLC

Monument Group Wealth Advisors, LLC (CRD# 111908) is a financial advisory firm headquartered in Concord, MA. They manage $535,577,652 in 625 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
801 Main Street, Suite 14, Concord, MA 01742
http://www.monumentgroupwealth.com/
By the Numbers
  • Total Assets Under Management
    536
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $856,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Monument Group Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lee McGowan, financial advisor Concord MA
Lee C. McGowan
CRD#: 3070341
801 Main Street, Suite 14, Concord, MA 01742

Lee McGowan (CRD# 3070341) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has over 25 years of experience in the finance industry.

2
Byron Woodman, financial advisor Concord MA
Byron E. Woodman
CRD#: 4385779
801 Main Street, Concord, MA 01742

Byron Woodman (CRD# 4385779) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has over 23 years of experience in the finance industry.

3
Gregory Racki, financial advisor Concord MA
Gregory Racki
CRD#: 7384318
801 Main Street, Suite 14, Concord, MA 01742

Gregory Racki (CRD# 7384318) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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