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Monument Group Wealth

Monument Group Wealth
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Our Focus

Our focus is to understand our clients' objectives and provide timely, relevant advice on a wide range of financial topics.

Our Mission

Our mission is to simplify our clients' lives while attaining optimal results from their planning.

Our Goal

Our goal is to help our clients achieve peace of mind that they have developed a plan to accomplish their objectives.

Welcome to The Monument Group Companies

At The Monument Group Companies, our mission is to help you simplify your life, feel greater peace of mind, and achieve your personal and financial goals. Located in historic Concord Massachusetts, our firm offers an integrated suite of services including wealth management, estate planning, trust administration, and tax services. To learn more, visit our three companies listed below.

 

 

Our Services

Wills & Trusts

We create custom estate plans for individuals and families that are designed to further their unique personal and financial goals.

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Investing & Wealth Management

We provide assistance to clients throughout the entire process of the administration of an estate, including the preparation ...

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Retirement & Financial Planning

Our attorneys serve as counsel to Executors and upon request, will serve as Executor or co-Executor of an individual’s estate.

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Income Tax Preparation

Our attorneys also serve as counsel to trustees and upon request will also serve as trustees or as co-trustees for a variety of trusts.

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Recent Activity

Quarterly Letters

 

 

Milestones
The fourth quarter seemed to arrive even faster than usual this year. Perhaps it was the summer's relative market calm. Despite the never-ending newsfeeds, global markets mostly worked through the white noise. We even celebrated a few milestones...

Events

 

 

Investing Across Life Stages
Lee McGowan worked with Goodnow Library and Lincoln/Sudbury Adult Education as a presenter in a forum on "Successful Investing Across Life Stages."

Articles

 

 

College Students Need a HIPAA
Did you know that if a child is over 18 and is injured or becomes ill at college, the college's health care office is not necessarily able..

Webinar

 

 

Webinar: Identity Theft
Our second installment in our web-based series on identity theft was presented by our cyber security consultant, David Floyd.

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The Monument Group Companies

801 Main Street, Suite 14
Concord, MA 01742

978.369.0960

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