Monument Wealth Management

Monument Wealth Management Monument Wealth Management is the wealth strategy firm built for life’s biggest decisions. See important disclosures on our website.

We help successful professionals turn wealth into optionality—throughout and after their careers. We work with successful, driven professionals who have spent years building their success, often making trade-offs along the way, and are now ready to put more of their priorities first. Acting as your "second brain" and thinking partner, we help you Make Life Option Rich™ by using your wealth to crea

te true optionality: the freedom to live with purpose, invest with conviction, and act without hesitation—throughout and after your career. Using customized investment strategies and integrated financial planning, we help connect the dots across your financial life so you can see your options clearly and move forward with intention every time life says, “Time now?”

Monument Wealth Management is a Registered Investment Advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com/disclosures.

07/14/2026

Bitcoin or gold. Tech or small caps. The dominant market stories usually focus on what to chase next.
But evaluating asset class volatility and engineering a resilient portfolio are two completely different things.
The distinction comes down to underlying earnings. When a speculative asset experiences a sharp drawdown, it isn't necessarily broken—it is simply moving on pure supply and demand. If an investment strategy only measures valuation on a surface price-to-earnings ratio, it misses the true momentum beneath the surface.

In the latest episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA analyze how the price-to-earnings-to-growth (PEG) ratio alters the valuation narrative, how under-the-radar sector rotations are quietly rebalancing market strength, and why a data-driven framework preserves capital through rapid trend flips.

Watch or listen now:
📺 YouTube: https://loom.ly/pgevuPY
🎧 Apple Podcasts: https://loom.ly/bc8dTWw
🎧 Listen on Spotify: https://loom.ly/EU8Vyzg

Transcriptions are generated automatically, may not be completely accurate, and should not be relied on. Please see important video disclosure information https://loom.ly/l38Roec

Q2 just handed us a live example of how a portfolio can turn into a single, high-stakes bet without anyone noticing. It ...
07/11/2026

Q2 just handed us a live example of how a portfolio can turn into a single, high-stakes bet without anyone noticing. It happens slowly. A multi-year trend keeps winning until it reverses, and you realize your strategy has been concentrated in one basket.

In our latest Q2 Market Recap, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down why the "Everything Bagel" approach to diversification is a deliberate structure, not an accidental mix of ingredients — and why the parts of your portfolio you're least excited about right now are often doing the most work.

Watch or listen now:
📺 YouTube: https://loom.ly/pgevuPY
🎧 Apple Podcasts: https://loom.ly/bc8dTWw
🎧 Listen on Spotify: https://loom.ly/EU8Vyzg

07/10/2026

The traditional corporate career ladder doesn’t look like it used to, and for many high-achieving professionals, the promise of W-2 stability isn’t what it used to be.

Driven by the rapid acceleration of AI and leaner corporate structures, high-achieving executives are increasingly leaving behind institutional roles to build a "portfolio career" of consulting, fractional leadership, or equity partnerships.

But stepping into that level of autonomy means you are no longer just managing a career—you are managing a personal enterprise, and your financial ex*****on needs to match your ambition.

That’s why when you leave a corporate job for something more entrepreneurial, you aren't just replacing an income stream; you are replacing an entire financial infrastructure. The employer-paid portion of your healthcare premiums, the unvested retirement contributions, the safety net of corporate disability coverage—these are the hidden basics that suddenly land entirely on your personal balance sheet.

When you establish an absolute baseline first, you avoid pricing your expertise too low and accidentally funding your new freedom out of your own pocket.

Check out the full episode of Between Sips, with Emily and Jessica to see how you can calculate your true corporate value before making your move.

Website: https://loom.ly/pvynAdU
Apple: https://loom.ly/lMgEvi4
Spotify: https://loom.ly/8wdX-zE

07/03/2026

Most people have one portfolio, but multiple time horizons.

A house in two years. A child's education in 10. Retirement in 30. Those goals don't carry the same risk profile, so treating them like they do doesn't simplify your strategy. It hides the gaps.

Instead of asking, "How should I be invested?" The better question is, "What's the money for?" Answer that clearly, and the strategy tends to follow.

In the latest episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM walk through how to build a portfolio framework that matches each dollar to its purpose — so volatility becomes something you can navigate, not something that threatens everything at once.

Watch or listen now:
📺 YouTube: https://loom.ly/WlbwU1w
🎧 Apple Podcasts: https://loom.ly/HD9e8GQ
🎧 Listen on Spotify: https://loom.ly/BUXTAIQ



Transcriptions are generated automatically and may not be completely accurate. Please see important video disclosure information at https://loom.ly/l38Roec

The math says lump-sum investing wins most of the time. So does that mean you should go “all in” at once?We don’t think ...
07/01/2026

The math says lump-sum investing wins most of the time. So does that mean you should go “all in” at once?

We don’t think so. What the math leaves out is what happens when your portfolio drops 20% the week after you invest it.

That gap — between the strategy that looks best on paper and the one you can actually live with — is where a lot of investors lose ground. Dollar-cost averaging exists to close it. In the latest Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM get into exactly this. Because in investing, you don't win in the spreadsheet. You win in the chair.

Watch or listen now:
📺 YouTube: https://loom.ly/WlbwU1w
🎧 Apple Podcasts: https://loom.ly/HD9e8GQ
🎧 Listen on Spotify: https://loom.ly/BUXTAIQ

06/29/2026

You've done the hard part. Now what?

A liquidity event, a business sale, a large cash position, a significant windfall these don’t come with an instruction manual. They usually come with competing instincts: wait for the perfect moment to invest or move too fast to make it feel like you’re doing something with the money.

Successful investors tend to do neither.

They use this opportunity to build a deliberate plan that decides for them. Before the market has a chance to create doubt.

In the latest episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM walk through exactly how experienced investors approach capital deployment: how to use dollar-cost averaging as a strategic tool (not just a mathematical shortcut), how to build in triggers that capture sell-offs as buying opportunities, and why the right plan is the one you can actually execute under pressure.

Watch or listen now:
📺 YouTube: https://loom.ly/WlbwU1w
🎧 Apple Podcasts: https://loom.ly/HD9e8GQ
🎧 Listen on Spotify: https://loom.ly/BUXTAIQ



Transcriptions are generated automatically and may not be completely accurate. Please see important video disclosure information at https://loom.ly/l38Roec

You can have the right investment strategy and still lose ground. Most of the time, the culprit isn't the plan itself, b...
06/26/2026

You can have the right investment strategy and still lose ground. Most of the time, the culprit isn't the plan itself, but the moment the markets get rocky and you start questioning whether to stick with the plan.
Your decision at that moment often determines whether or not your returns disappear.

The latest episode of Off The Wall is about what actually separates investors who build wealth from those who don't — and it's not just about the strategy on the spreadsheet. It's whether you can stick with it when the plan gets hard to follow.

David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM break down dollar-cost averaging, capital deployment after a liquidity event, and why the best investment strategy is the one you'll commit to.

Watch or listen now:
📺 YouTube: https://loom.ly/WlbwU1w
🎧 Apple Podcasts: https://loom.ly/HD9e8GQ
🎧 Listen on Spotify: https://loom.ly/BUXTAIQ

Are you waiting to pass down your wealth through an estate plan? If so, this often means your children won’t receive it ...
06/12/2026

Are you waiting to pass down your wealth through an estate plan?

If so, this often means your children won’t receive it until they are well into middle age. By then, their most critical, trajectory-altering financial events, like securing a home or building a business, are often already behind them.

If you shift your perspective from leaving a legacy to experiencing a legacy, the entire strategy changes.

Providing intentional, structured capital today does more than just clear financial hurdles for your adult children; it gives you a seat at the table to watch that capital compound into real lifestyle optionality while you are here to experience it.

Jessica Gibbs, CFP® and Emily Harper, CFP® break down how to map out these high-impact gifting choices on the full episode of Between Sips on your favorite podcast platform.

Apple: https://loom.ly/1Lohk9U
Spotify: https://loom.ly/9IvCMS0
Website: https://loom.ly/pvynAdU

06/05/2026

Your 401(k) works partly because you can't easily touch it.
Forced patience turns out to be a surprisingly good investment strategy. The problem is that discipline disappears the moment you're looking at a liquid brokerage account and the news headlines are pulling at your emotions.

Dave and Nate talk about what intentional portfolio design looks like when you take the behavioral piece seriously.

Apple Podcasts: https://loom.ly/O2GXF_Y
Spotify: https://loom.ly/5kcrqws
YouTube: https://loom.ly/VZxGTsM

Transcriptions are generated automatically, may not be completely accurate, and should not be relied on. Please see important video disclosure information https://loom.ly/l38Roec

Judging your portfolio on a 12-month calendar is like reviewing one chapter and calling it the whole book.Real diversifi...
06/03/2026

Judging your portfolio on a 12-month calendar is like reviewing one chapter and calling it the whole book.

Real diversification isn’t when you own a little of everything — it's building something designed to rotate, adapt, and protect your wealth across a full market cycle. Not just the good years.

Dave and Nate break down what that actually looks like in practice.

Apple Podcasts: https://loom.ly/O2GXF_Y
Spotify: https://loom.ly/5kcrqws
YouTube: https://loom.ly/VZxGTsM

Address

1940 Duke Street, Suite 6100
Alexandria, VA
22314

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

(703)5049600

Website

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