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Monarch Wealth Strategies

Monarch Wealth Strategies Email Formats

Financial ServicesFlag of USSanta Barbara, California, United States1-10 Employees

Monarch Wealth Strategies Email Formats

Monarch Wealth Strategies uses 2 email formats. The most common is {first initial} (e.g., j@mwsus.com), used 85.7% of the time.

FormatExamplePercentage
{first initial}
j@mwsus.com
85.7%
{first name}
john@mwsus.com
14.3%

Key Contact at Monarch Wealth Strategies

Flag of US

Aaron Clark

President And Founder

Company overview

Headquarters222 E Carrillo St, Suite 208, Santa Barbara, California 93101, US
Phone number+18056144999
Website
NAICS52
SIC628
Founded2008
Employees1-10
Socials

About Monarch Wealth Strategies

Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our clientele. Our firm helps wealthy families make smart decisions with their money, while educating them on how wealth should serve, rather than complicate, life. Clients feel at ease, knowing that integrity drives all our work. We expertly guide them through various financial planning phases, including investing, mitigating taxes, taking care of heirs, protecting assets, and magnifying charitable gifts. Our innovative, committed team is eager to take the burden of financial planning off our clients’ shoulders—so they can stop worrying about money, and instead spend time on what fulfills them. Although our practice began in the beautiful city of Santa Barbara, we have grown to serve clientele worldwide and have added office locations in Santa Maria and Pasadena, California.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Founder/Owner

Employees by Department

Monarch Wealth Strategies has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Monarch Wealth Strategies has never raised funding before.

Monarch Wealth Strategies Tech Stack

Discover the technologies and tools that power Monarch Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Apache HTTP Server

Web servers

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Yoast SEO

Yoast SEO

SEO

Draftpress HFCM

Draftpress HFCM

WordPress plugins

Google Hosted Libraries

Google Hosted Libraries

CDN

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

W3 Total Cache

W3 Total Cache

Caching

Frequently asked questions

Monarch Wealth Strategies is located in Santa Barbara, California, US.
You can reach Monarch Wealth Strategies at +18056144999.
Monarch Wealth Strategies was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Monarch Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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