


Monument Group Wealth Advisors Email Formats
Investment Management • Concord, Massachusetts, United States • 1-10 Employees
Monument Group Wealth Advisors Email Formats
Monument Group Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@monumentgroupwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@monumentgroupwealth.com | 50% |
{last name}{last name} | doedoe@monumentgroupwealth.com | 50% |
Key Contact at Monument Group Wealth Advisors
Lee Mcgowan
President & Senior Wealth Advisor
Company overview
| Headquarters | Concord, Massachusetts, United States |
| Phone number | +19783697705 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
About Monument Group Wealth Advisors
Monument Group Wealth Advisors, LLC is a SEC Registered Investment Advisor. Monument is the natural outgrowth of our affiliated law firm, Woodman & Eaton, PC, whose roots date back more than three decades to 1980. Monument’s wealth management services include Investment Management, Financial Planning and, our unique offering, The Master Plan Program™. The purpose of the Master Plan Program™ is to help client families integrate, organize and coordinate their financial, legal, estate and life planning advice. During hands-on, interactive sessions, we help these families define and/or clarify their goals, and develop a master plan to achieve them.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Monument Group Wealth Advisors has never raised funding before.
Monument Group Wealth Advisors Tech Stack
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Frequently asked questions
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