October is Estate Planning Month! Have you thought about how your wealth advisor and attorney can work together to build a comprehensive plan for you and your family? Learn why collaboration is key and how it can help protect your assets, heirs, and legacy. https://lnkd.in/exAHxGWK #WealthManagement #EstatePlanning
Monarch Wealth Strategies
Financial Services
Santa Barbara, California 661 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
-
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
-
Primary
Get directions
222 E Carrillo St
Suite 208
Santa Barbara, California 93101, US
-
Get directions
2151 S College Dr
Suite 204
Santa Maria, California 93455, US
-
Get directions
680 E Colorado Blvd
Suite 180
Pasadena, California 91101, US
Employees at Monarch Wealth Strategies
Updates
-
Today marks a significant 16-year milestone for Brian Johnson with Monarch! We thank you for your years of leadership, commitment, and pivotal role in our firm’s launch. Your contributions have inspired and shaped us as an organization, and we look forward to many more successful years together. #WorkAnniversary #TeamUpdates #MeetTheTeam
-
-
On this day in 2008, Aaron Clark founded Monarch with a vision of lifelong, trusted, and forward-thinking financial partnerships. To our founder, loyal clients, dedicated team, and incredible partners, thank you to everyone who has helped make our firm what it is today. Cheers to many more years of growth and shared success! #WorkAnniversary #TeamUpdates #MeetTheTeam
-
-
Financial conversations are critical at any stage but merging finances brings additional considerations. Discover topics you should proactively discuss before combining finances, such as expenses for kids, retirement planning, and inheritances: https://lnkd.in/eStG6xYg #FinancialPlanning #WealthManagement #MergingFinances #CouplesFinance #MarriageAndMoney
-
-
When should couples begin having money conversations? The earlier, the better. Learn why, as well as the key topics you should discuss with your significant other in our blog post: https://lnkd.in/eStG6xYg #FinancialPlanning #WealthManagement #MergingFinances #CouplesFinance #MarriageAndMoney
-
-
October is Financial Planning Month! It’s the perfect time to organize your finances before the holiday rush. Whether your goals are big or small, what steps can you take today for a brighter financial future? Need help getting back on track or making other year-end decisions? Contact our team for support and resources to help achieve your goals. #FinancialPlanningMonth #FinancialPlanning
-
-
Congratulations to Irene Timmons for bringing six years of unparalleled expertise and talent to our team! Your ability to deliver top-notch service and navigate challenges has tremendously impacted our clients’ experiences. Thank you for setting a standard of excellence in everything you do! #WorkAnniversary #TeamUpdates #MeetTheTeam
-
-
Today, we recognize Charlene Asmann for six years of outstanding service with Monarch! We truly appreciate your hard work and care for our clients. Here’s to continued success and achievements. #WorkAnniversary #TeamUpdates #MeetTheTeam
-
-
Finding financial clarity after the loss of a loved one can be challenging. Learn how to develop a wealth management plan that provides security and adapts to your new circumstances. Read our blog post for practical guidance and next steps: https://lnkd.in/giwbDV6p #WealthManagement #FinancialPlanning #EstatePlanning #Inheritance #LifeAfterLoss #SurvivingSpouse
-
-
Congratulations to Grant Colin, CFP® on his first work anniversary with our team! You’ve demonstrated incredible dedication to our clients and team. We’re thrilled to have you with Monarch! #WorkAnniversary #TeamUpdates #MeetTheTeam
-