Our Commitment

At Monarch Wealth Management, we believe that wealth isn't just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Wells Fargo Advisors Financial Network thought leaders and can offer access to Wells Fargo Affiliate products and services to help unlock opportunities tailored to clients' needs. Starting with your life priorities as a foundation, your team at Monarch Wealth Management can recommend a wide variety of financial strategies to help you pursue your goals and together, make adjustments along the way, putting you—not the market—at the center of all we do.

We are Guided: By the wisdom of our founders.
We are Grounded: Through a deep connection with the communities we serve.
We are Grateful: For work that matters and clients who inspire us to be more.
We are Growing: Our time, talent and resources as constant stewards of all we touch and leave behind.
We are Humbled: By the opportunity to serve you.
Monarch Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, CA, CO, DE, FL, IA, ID, IL, KS, KY, MO, NC, NJ, NV, NY, PA, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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