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In The News

TheStreet: M&A Deals Overlook Retirement Benefits

04/08/11 -Jose Freyre, CFP® explains why employee retirement plans are important in mergers and acquisitions. Read More > Guest Columnist

03/09/11 – Jose Freyre, MBA, CFP® was featured as a guest columnist for to address the key steps to take when selling a business in today’s market Read More >

On the Money: Post-recession Exit Strategy

12/10/10 – Jose Freyre, MBA, CFP®, weighs in on the importance of developing a business plan to determine the gap between your company’s value today versus the future value needed to successfully retire. Read More >

Focus on Wealth Management: Wealth Managers Brace for Inflation

5/16/2010 – Jose Freyre, MBA, CFP®, was quoted in The Business Journal of Greater Milwaukee on the topic of inflation and how it’s not too early for individual investors to prepare for a more expensive future. Read more > About Monarch Wealth Management

5/30/2008 – Monarch Wealth Management Inc., a wealth management firm founded six months ago in Brookfield, aims to serve both business owners looking to retire and those who are transitioning from previous careers into a new business. Read more >