Broker Check
Jose Freyre

Mr. Freyre founded Monarch Wealth Management in 2007 after working for several years as a financial consultant for A.G. Edwards & Sons, Inc. He has extensive experience in the field of financial management & business consulting which he gained throughout his 13 years in the management consulting industry where he advised C-level executives of small and large organizations in the areas of strategic planning, technology, operations, and mergers and acquisitions.

He applies his strong background in analysis, execution, and leadership to guiding the firm and to help clients identify and address their goals. Mr. Freyre’s background as a MBA and business consultant with specialized training in the areas of business exit planning provides a unique understanding of the challenges facing business owners who often have to balance both business and personal finances.

Mr. Freyre was born and raised in Puerto Rico and left in 1986 to serve in the U.S. Navy. He, his wife and son, Julie and Jonathan, live in the Washington Heights neighborhood of Milwaukee.