Every day, we make decisions that shape our financial future. The advisors at Monroe Wealth Management can help you set a course for personal growth, financial strength, and peace of mind. Monroe Wealth Management is a financial firm for tech employees who earn high incomes and are dealing with complex equity decisions.
Through hard work, good timing, and a little bit of luck, my employer IPO'ed and I earned more money than I knew what to do with. Working with Glen has been one of the best financial decisions I could make. Glen has the expertise and experience to make lucrative decisions, but also the personal touch and patience to walk you through it.
Through hard work, good timing, and a little bit of luck, my employer IPO'ed and I earned more money than I knew what to do with. Working with Glen has been one of the best financial decisions I could make. Glen has the expertise and experience to make lucrative decisions, but also the personal touch and patience to walk you through it.
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Monroe Wealth Management was founded to change how wealth management is approached. Our founder chose to start a fee-only firm so our clients would be our only priority. No product sales and no quotas. Our goal is to expand planning services to clients whom traditional firms would typically turn away.
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We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these six financial categories. We will work with you to address issues and identify opportunities to create a well-balanced portfolio. We will assess your current situation, including assets, liabilities and cash flow, and work closely with you to identify and prioritize your goals.
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