our mission

Understanding that you have unique needs and circumstances, Monarch Wealth Management was founded with the goal of assisting our clients to better manage every aspect of their financial lives. We provide unbiased recommendations and independent professional guidance that help ease your financial concerns and give you confidence in your financial future. Learn More

What's New at Monarch

There are Options When Caring for Your Aging Parents
Many baby boomers find that their aging parents need health care assistance. Luckily, there are options to help parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the cost … Continue reading →

Four Tips to Surviving the “New Normal” Economy
Slow economic growth, high unemployment, more market volatility: Welcome to the “new normal” economy. While the “new normal” doesn’t sound particularly promising, a sluggish economy doesn’t have to derail your financial goals. There are some simple things you can do … Continue reading →

Services

We specialize in providing comprehensive and proactive financial and investment management for individuals, families, and entrepreneurs who understand they need a trusted partner to help them manage their finances. We deliver the strength, expertise and resources of a large financial firm with the personalized service found in smaller firms. Learn More >

The Monarch Story

Monarch Wealth Management Regardless of where you are now, Monarch Wealth Management can help you get to where you want to be. View our video to learn how.

Contact Us

330 East Kilbourn Avenue, Suite 780
Milwaukee, WI 53202
P: 414-935-4900
F: 414-935-4909
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