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Our Clients

Monocot Wealth Management

Executives and Entrepreneurs
Planning ahead

familyYou’re working hard to secure a bright future for your family. That future may include memorable vacations, college for your kids, building your retirement fund, changing your living arrangements, preparing for unforeseen events and so forth. We’ll help you make choices about all of these life events as they relate to your financial circumstances then set up and manage an investment plan that will help you achieve your family goals.

Empty-Nesters and Retirees
Carefree living

familyThe kids are out of the house, retirement is near, and you’re ready to make the most of the wonderful years ahead. We’ll help to ensure your finances keep up with all the plans you have, whether they be a move into a retirement community, travel, pursuit of hobbies and interests, leaving a legacy for your family and your favorite charities—and anything else you want to do with your money.

Business Owners
Maximizing Your Investment

familyFrom early in the morning to late at night, year after year, you’ve built your business into a successful enterprise that you can be proud of. As you look toward the next phase of your life, you may be considering a liquidity event or other actions that will set you up for a long and much-deserved retirement. We will help you make the best choices for you and your unique circumstances, securing a reliable flow of income for the years to come.