Monarch Wealth Strategies

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Monarch Wealth Strategies — overview

About

Monarch Wealth Strategies is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. Its services include portfolio management, tax management, asset protection, philanthropy, financial planning, pension consulting, wealth management planning, retirement planning, estate planning, and business planning services. It advises individuals, families, pension profit-sharing plans, trusts, estates, charitable organizations, corporations, and businesses.

Monarch Wealth Strategies - known decision makers (11)

Position	Location	Asset Class
Chief Compliance Officer, Wealth Advisor	Santa Barbara, US	GEN
Founder & President	Santa Barbara, US	GEN
Investment Manager, Wealth Advisor	Santa Barbara, US	GEN
Operations Manager	Santa Barbara, US	GEN
Portfolio Analyst	Santa Barbara, US	GEN

Showing 5 of 11 known decision makers Monarch Wealth Strategies

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