According to Ellevest, the Great Wealth Transfer will unfold over the next 20 years, putting more capital into the hands of women than ever before. As women inherit this wealth, empowering them to invest and manage finances strategically is critical for creating a path to financial independence. Discover the common hurdles women face and explore how we can support and provide resources to help more women become confident investors. https://lnkd.in/eRd_Bnr8 #WomenInvestors #Investing #WomenInFinance #InvestmentManagement
Monarch Wealth Strategies
Financial Services
Santa Barbara, California 642 followers
Above all assets, you.
About us
Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our clientele. Our firm helps wealthy families make smart decisions with their money, while educating them on how wealth should serve, rather than complicate, life. Clients feel at ease, knowing that integrity drives all our work. We expertly guide them through various financial planning phases, including investing, mitigating taxes, taking care of heirs, protecting assets, and magnifying charitable gifts. Our innovative, committed team is eager to take the burden of financial planning off our clients’ shoulders—so they can stop worrying about money, and instead spend time on what fulfills them. Although our practice began in the beautiful city of Santa Barbara, we have grown to serve clientele worldwide and have added office locations in Santa Maria and Pasadena, California.
- Website
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https://mwsus.com
External link for Monarch Wealth Strategies
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Santa Barbara, California
- Type
- Privately Held
- Founded
- 2008
- Specialties
- We help wealthy families make smart decisions with their money.
Locations
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Primary
Get directions
222 E Carrillo St
Suite 208
Santa Barbara, California 93101, US
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Get directions
2151 S College Dr
Suite 204
Santa Maria, California 93455, US
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Get directions
680 E Colorado Blvd
Suite 180
Pasadena, California 91101, US
Employees at Monarch Wealth Strategies
Updates
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Happy Juneteenth! May this day inspire us to reflect, celebrate, and commit to continued progress. Please note that our offices will be closed in observance of the day. #Juneteenth #EmancipationDay
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At Monarch, we believe in the power of women investors and understand how women’s financial needs and motivators are evolving. Explore our blog post, where we share common barriers women face when investing and how we can work together to overcome them. https://lnkd.in/eRd_Bnr8 #WomenInvestors #Investing #WomenInFinance #InvestmentManagement
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Happy Father’s Day to the nurturers, the dad-joke tellers, and the forever friends! Thank you for being our heroes, not just today but every day! #FathersDay
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We are celebrating Nicole Allen today as she marks five years with our team! Thank you for being so dedicated to our clients, mission, and community. Congratulations on this milestone, and here’s to many more successful years together! #WorkAnniversary #TeamUpdates #MeetTheTeam
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From financial instability to overlooking valuable savings opportunities, there are several risks if financial planning is absent from your wealth management strategy. Read our blog post to learn about the costly mistakes you can avoid and what you can gain by taking a holistic approach. https://lnkd.in/emgDDKNP #WealthManagement #FinancialPlanning
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Exciting news! With her wealth of experience and dedication, Nicole Allen will lead Monarch’s commitment to ethical practices, integrity-first philosophy, and client satisfaction. She will also continue to serve as a Wealth Advisor, providing top-notch service to our valued clients. Here’s to Nicole and the exciting journey ahead! #CompanyNews #WomenInFinance #PeopleOnTheMove
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Today, we celebrate Amanda Fox and her first year with Monarch! Thank you for a fantastic year of hard work, exceptional service, and positivity. We appreciate your contributions and can’t wait to see what the years ahead have in store for you! #WorkAnniversary #TeamUpdates #MeetTheTeam
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Monarch and PDV FINANCIAL MANAGEMENT are coming together to create lasting value and provide a personalized, unparalleled financial experience. This is a union of shared values, commitment to a client-first approach, and unwavering integrity. Read more: https://lnkd.in/e6-F_wxD #CompanyUpdate #WealthManagement
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