Monumental Wealth, LLC

Monumental Wealth provides ongoing portfolio management and financial planning services to individuals and high-net-worth clients. Monumental Wealth customizes investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing mutual funds, fixed income securities, real estate funds, annuities, equities, exchange-traded funds, and private placements. In addition to direct portfolio management, Monumental Wealth offers model portfolios through a Turnkey Asset Management Program on the Charles Schwab platform for other registered investment advisors to use. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt and credit planning. Founder Andrew Henry Dietz leads the firm, which operates with a fiduciary duty to act in clients' best interests.