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Monarch Wealth Management

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United States
Rochester, NY
Monarch Wealth Management

Portfolio management, Planning, Insurance Protection, Consulting, Retirement Plans and Tax Strategies

At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning, to Estate Planning, Monarch is here to guide you, step-by-step, in pursuing all of you financial goals.At our firm, we have the client—and onl

y the client—in mind.We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit Monarchwealthmanagement.com. Securities offered through LPL Financial, Member FINRA/SIPC- www.finra.org and www.sipc.org. Investment advice and financial planning offered through Monarch Wealth Management, a registered investment advisor and separate entity.

07/14/2026

The 2026 MLB All-Star Game is coming to Citizens Bank Park in Philadelphia on July 14! ⚾️✨

Just like drafting a winning lineup of the best and brightest from the American and National Leagues, building a successful financial portfolio requires the perfect balance. You need heavy hitters for explosive compounding growth and reliable utility players for defensive stability against unexpected market curveballs. At Monarch Wealth Management, we help you scout the best assets to make sure your long-term wealth strategy hits it out of the park for our Upstate New York clients! 🏟️📈

We are counting down the days until the Midsummer Classic.

07/13/2026

Think you can’t save for retirement just because you aren't currently working or don't have taxable income? Good news: If you’re married and file jointly, the working spouse's income can be used to fund a "Spousal IRA" for the non-working spouse. 🏡

Whether you're staying home with the kids or took early retirement, you can still build your own tax-advantaged nest egg. The contribution limits for a Spousal IRA are exactly the same as a standard IRA—meaning a married couple can effectively double their tax-advantaged savings even on one income! 📈

07/10/2026

Our advice for National French Fry Day? Treat your investments like a diverse fry plate. Curly, waffle, crinkle, sweet potato—a solid asset allocation strategy! Let Monarch Wealth Management help you target those 'golden' ones. 📈🍟🧂

(And while double-dipping isn't a recommended financial strategy, on fries… well, today's an exception!) 😂

07/09/2026

"I have a will, so I don't need to assign beneficiaries on my retirement accounts, right?" WRONG. 🛑 Your will and your beneficiaries work together, but when push comes to shove, beneficiary designations supersede your will. If your will says your current spouse gets everything, but your 401(k) still lists your ex-spouse as the beneficiary... your ex-spouse gets the money. 💸 Updating beneficiaries takes 5 minutes online and avoids months of expensive probate court for your loved ones. Check yours today! 💻✅

07/08/2026

Feeling FOMO because you missed out on the latest hot tech IPO? 🎢 Take a deep breath. While the headlines focus on the massive first-day pops, the reality is often much different. Over the 3- to 5-year period following their public debut, the vast majority of IPOs actually underperform the broader market. 📉 Historical data shows that buying into a diversified index often yields better long-term returns than trying to pick the winning IPO on day one. Sticking to a disciplined strategy beats chasing the hype every single time. 🐢🏁

07/07/2026

Happy World Chocolate Day! Today, let's sweeten our talk on diversification—think milk AND dark chocolate! It's like a smart investment: stocks for energy, bonds for reliability, and chocolate for pure happiness. Enjoy wisely, and remember to savor your stash before the holiday weekend! 🍫💰

07/06/2026

A lot of people focus strictly on the money when planning for retirement. But the toughest challenge often isn't financial—it’s psychological. 🧠 What are you going to do with the 40+ hours a week you used to spend at work? Without a plan for your time, retirement can quickly lead to boredom and a loss of identity. Plan your purpose, not just your portfolio. 🎨🏌️‍♂️ Retirees with active hobbies, strong social circles, and a clear sense of purpose report significantly higher satisfaction levels in their golden years. 🌟

07/04/2026

Happy 4th of July from Monarch Wealth Management! 🎆

Today we’re celebrating independence—especially the financial kind! May your burgers be perfectly grilled, your coolers stay cold, and your investment portfolio show more explosive, long-term growth than tonight's grand finale. 🦅💸

Have a fun, safe, and happy Independence Day!

07/03/2026

Just like hosting the ultimate Upstate New York backyard barbecue takes careful preparation, building a resilient investment portfolio takes a solid, strategic plan. At Monarch Wealth Management, our goal is to ensure your retirement strategy has plenty of long-term spark to go the distance—without any unexpected, risky explosions along the way.

Whether you're heading to the lakes, setting up the lawn chairs, or firing up the grill this long weekend, take a moment to celebrate how far you've come. Enjoy the holiday, and we'll be here next week ready to help your wealth keep compounding!

Stay safe, have fun, and Happy July 3rd from all of us at Monarch!

07/02/2026

Think you're fully covered by that group life insurance policy at work? Think again. ☂️ Most families assume 2x their salary is enough, but after taxes and final expenses, that might only replace one year of lost wages. What about the mortgage, college tuition, childcare, and debt? 📉 Don’t guess with your family's safety net. Let's do a proper Needs Analysis to find out exactly what you need. Keep in mind: Group life policies are often tied to your employment. If you lose your job or change careers, you usually lose the coverage! ⚠️

Address

1688 Monroe Avenue
Rochester, NY
14618

Opening Hours

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

Telephone

+15854841400

Website

http://monarchwealthmanagement.com/

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