At Monk Financial Strategies Group we believe in a personalized approach to help build and preserve wealth. Based upon our core conservative philosophy, we assist clients in identifying their financial objectives, while taking into account factors such as time horizon and risk tolerance. The result is a prudent and well coordinated strategy that puts our clients in a position to achieve their short and long term goals. We work with our in house trusted professionals that specialize in the fields of law, accounting and financial strategies who can identify potential risks to your standard of living. In every situation, we attempt to add a siginificant amount of value to our clients.

The Process

As your primary trusted professional, we will help you understand and evaluate the many important financial decisions that can and will affect you and your family over time. We will guide you through the process of defining your financial goals and provide input and analysis of your overall financial portfolio, inculding any areas that may be exposed to risk. Together we will develop a strategy to help you achieve your goals and adapt as your circumstances change over time and as new challenges and opportunities emerge.

We will also coordinate with other advisors you may already be working with - such as your attorney, CPA, or asset manager - to ensure nothing is overlooked and effective implementation takes place. Our office takes pride in responding quickly when questions arise, as well as proactively anticipating changes before they occur.


*Neither New York Life Insurance Company or Monk Financial Strategies Group nor its employees render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.