We specialize in providing comprehensive and proactive financial and investment management for individuals, families, and entrepreneurs who understand they need an independent and trusted partner to help them manage their finances.
- Wealth Management: We utilize a process driven approach that is intimately focused on financial planning and investment management. We become your “Personal CFO” and work as a team to manage your total financial picture, rather than just offering investment advice like most other firms
- Investment Management: Our firm takes a proactive and tactical approach to managing financial and investment risk. We work with each client to determine a “family index” figure that serves as a targeted rate of return needed to help meet their specific goals and objectives
- Business Planning: Monarch Wealth Management leverages Mr. Freyre’s extensive background in business planning and has significant experience and training in the areas of business exit planning. Many of our clients are entrepreneurs who have complex financial issues and require a high level of personal guidance