Broker Check

It's All About You

Understanding that you have unique needs and circumstances, I founded Monarch Wealth Management with the goal of assisting clients to better understand and manage every aspect of their financial lives. We provide objective recommendations and independent professional guidance that help ease your financial concerns and give you confidence in your financial future.

I specialize in providing comprehensive and proactive financial and investment management for individuals, families, and entrepreneurs who understand they need a trusted partner to help them manage their finances. We deliver the strength, expertise and resources of a large financial firm with the personalized service found in smaller firms. Whether you’re planning towards retirement, looking to better understand your investments, or starting or selling a business, —we can help you address your most pressing financial questions.

Feel free to contact me with any questions and I'll get back to you quickly.

Thank you for stopping by.

Jose Freyre


Helpful Content

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.