MONSON WEALTH MANAGEMENT, INC.

Overview

Monson Wealth Management, Inc. is an independent, owner-operated registered investment adviser focused on serving individual and family clients, with additional work for small business owners. The firm’s advisory offerings center on comprehensive financial planning and discretionary portfolio management. Fee arrangements include a percentage-of-assets model supplemented by hourly and fixed-fee engagements, which allows flexibility for one-off planning projects alongside ongoing portfolio relationships. Investment activity is centered on pooled public investment vehicles—primarily mutual funds and other public funds—used as the core building blocks for client portfolios. The firm is not an active ESG investor and does not operate as a multi-state adviser. Monson Wealth Management supplements core public-fund exposure with targeted allocations to alternative strategies (real estate and digital currency) and uses annuities where they fit client income or retirement planning goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices