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It's All About You

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 personalized recommendations and independent professional guidance that help ease your financial concerns and give you confidence in your financial future.

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Welcome!

Welcome!

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

Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Schedule A Consultation

If you believe you could benefit from working with a us, let’s talk. 

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TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.