+1 (805) 366-3482
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Monocot Wealth Management


Our primary purpose is to understand our clients’ unique needs, coming alongside them and their families to maintain and protect the wealth they have worked so hard for.

We take full advantage of our freedom as an independent firm to break out of industry paradigms, offering our clients a philosophy and approach to investment that is different from what is available at most large investment firms, as well as other independent firms.

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