Monaco Wealth Management’s Vision

Monaco Wealth Management, LLC (“MWM”) is passionate about providing sound investment advice to those overwhelmed by the market or frustrated by the lack of attention received. You work very hard to build up savings and retirement funds, and you want an advisor who feels your investments are just as valuable as you do. MWM views your money with the same amount of importance we view our own. MWM doesn’t want people to be taken advantage of and wants you to understand investing at whatever level you want to be involved.

Our primary focus is on helping you balance your investments, expenditures and lifestyle in a manner that will allow you to preserve your wealth.

 

Monaco Wealth Management's Investment Philosophy

"It's all about you, the client"

So we:

  • Listen to you.
  • Focus on your personal goals and your viewpoints.
  • Develop a structured approach to investing that is based on asset allocation and discipline, rather than blindly follow trends or succumb to emotion driven decisions.
  • Educate you about the process of investing.

MWM's philosophy is to keep it simple, focus on basics and hit singles rather than swing for the bleachers. MWM's approach works for clients who like a lot of communication and participation as well as those who just want MWM to manage their investments and update them from time to time.

MWM is an independent advisor who is not restricted or committed to one fund family, therefore we are objective and better able to customize our clients' portfolios to fit their investment objectives, goals, and risk tolerance.

MWM is a fee-based advisor. This means our fees are a percentage of the value of your assets. The more successful your portfolio, the more successful we are. If the value of your assets increases, our revenue increases. If the value of your assets decreases, our revenue decreases. Other fee options include a fixed fee or hourly basis depending on the anticipated services. How is this different than commission based compensation? Please see FAQ's.

Investments can be incredibly complex. We enjoy educating you about your investments and cash management and simplifying it so it is not so overwhelming. We invest our own money in the same funds we invest your assets.

Credibility and trust are key to our relationship with you. Money is a very personal issue and you want to feel comfortable with the adviser to whom you are revealing your private financial information. You work very hard to build up savings and retirement funds, and you want an advisor who feels your investments are just as valuable as you do.