Business Details
12 Years
experience
Your Trusted Partner for Financial Planning Solutions
Monarch Wealth Management was founded in 2014 with a clear mission: to empower clients to achieve their financial goals through personalized, comprehensive advisory services. Our approach centers on understanding each client's unique financial landscape, combining short-term needs with long-term aspirations to create tailored investment strategies. We prioritize risk management and client-specific objectives, ensuring every recommendation aligns with individual circumstances. Our team of certified professionals brings decades of combined experience in wealth management, utilizing a proprietary due diligence process to select investments that adapt to evolving market conditions. We emphasize ongoing portfolio management, including rebalancing and tax-loss harvesting, to maintain alignment with client goals.Transparency and client education remain central to our philosophy, with real-time access to planning documents and continuous communication. Our multi-step processfrom initial consultation to implementation and ongoing managementensures actionable, measurable outcomes. With offices across New York, we serve clients through a blend of local expertise and national resources. Our commitment to fiduciary standards and ethical practices has earned us trust within the communities we serve. Through strategic partnerships and a client-first approach, we strive to be a lifelong partner in financial success.
Services
Investment Advisory Services
Financial Planning
Retirement Planning
Tax-Loss Harvesting
Portfolio Management
Details
- Year established: 2014
Highlights and features
- We offer certified financial planning expertise with CPFA and CFP professionals on staff
- Our proprietary investment selection process ensures tailored portfolio strategies
- We provide ongoing portfolio management with tax-loss harvesting capabilities
- Our team maintains decades of combined experience in wealth management
- We offer real-time access to customized financial planning documents
Services
Investment Advisory Services
Our investment advisory services combine proprietary research with personalized strategy development to create customized portfolios. We conduct thorough market analysis and risk assessment to align investments with client objectives. Ongoing monitoring and quarterly rebalancing ensure optimal performance across market cycles.
Financial Planning
We develop comprehensive financial plans addressing short-term needs and long-term goals. Our process includes cash flow analysis, retirement planning, and tax optimization strategies. Real-time digital access allows clients to track progress and make informed decisions throughout their financial journey.
Retirement Planning
Our retirement planning specialists create tailored strategies for pre-retirement and post-retirement phases. We analyze Social Security optimization, pension options, and sustainable withdrawal rates. Regular plan updates ensure alignment with changing market conditions and personal circumstances.
Tax-Loss Harvesting
We implement strategic tax-loss harvesting techniques to minimize capital gains tax liabilities. Our automated system identifies loss opportunities while maintaining portfolio diversification. This service integrates seamlessly with overall investment management strategies for maximum tax efficiency.
Portfolio Management
Our active portfolio management includes continuous market monitoring and quarterly rebalancing. We employ modern portfolio theory principles while maintaining flexibility for individual client needs. Performance reporting provides clear insights into asset allocation and growth metrics over time.
People
Constantine J Kitrinos
Managing Partner | Wealth Advisor
Certified financial planning professional with over 15 years of experience in wealth management. Specializes in investment strategy and retirement planning. Holds CPFA certification and actively contributes to financial education through podcasting and writing.
David T Georgiev
Managing Partner | Wealth Advisor
MBA holder with CKA certification, bringing business strategy expertise to personal finance. Focuses on operational efficiency in portfolio management. Actively involved in team development and client relationship management.
Diana C Lougen
Partner | Wealth Advisor
Certified Financial Planner with MBA credentials, specializing in comprehensive wealth solutions. Brings over a decade of experience in personalized financial planning and client advisory services to the team.
Mark R Ziemba II
Financial Planner | Retirement Plan Consultant
AIF designee focused on retirement planning and investment consulting. Combines technical expertise with personalized service to help clients navigate complex financial decisions during their retirement planning process.
Charles Forte
Financial Advisor | Investment Manager
MBA holder specializing in investment management and financial advisory services. Provides strategic guidance on portfolio construction and market opportunities while maintaining a client-centered approach to wealth management.
Questions
What investment strategies do you use?
We employ a proprietary investment selection process combined with modern portfolio theory principles. Our strategies emphasize diversification, risk management, and tax-efficient harvesting while maintaining flexibility for individual client needs.
How often do you review investment portfolios?
We conduct quarterly portfolio rebalancing and continuous market monitoring. Clients receive regular performance reports and have real-time access to their financial plans for ongoing visibility.
What financial planning services do you offer?
Our comprehensive financial planning includes retirement strategy, tax optimization, cash flow analysis, and estate planning considerations. We create customized plans that evolve with changing life circumstances and market conditions.
How are your advisors compensated?
We operate as fee-only advisors with transparent pricing. Compensation comes solely through management fees based on assets under management, ensuring alignment with client success and eliminating commission-based incentives.
Can I access my financial plan online?
Yes, we provide real-time digital access to your customized financial plan. This secure portal allows you to track progress, view portfolio allocations, and communicate with your advisory team at any time.
What makes your firm different from others?
Our combination of proprietary investment methodology, certified professionals, and client-centric approach creates unique value. We emphasize education, transparency, and ongoing support through our multi-step planning process and continuous portfolio management.
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