We pride ourselves on building relationships that are both personal and professional, and every decision made has our clients and their families’ futures in mind.
SARASOTA, Fla. (PRWEB) April 13, 2015
Monarch, a unique Sarasota-based firm offering integrated wealth management services, has announced the launch of its new brand and website. Revealed in March, the change comes in an effort to position the firm as the wealth management partner of choice for a wide range of clientele, not just ultra-high-net-worth individuals.
“Typically in this industry, the array of comprehensive services that our firm offers are only available to families with wealth in excess of twenty-five million dollars,” said Brian Zeitz, Monarch’s president and director of investments. “At Monarch, we challenge that notion, serving those who seek traditional family office services, but might not meet the high minimum requirement to become clients.”
Committed to its clients’ success, Monarch operates under a four principal approach: Integrity, Humility, Transparency and Accountability. Adhering to these pillars, the firm achieves measurable results by exceeding the typical rapport between advisor and client. Monarch defines success as helping its customers reach their grand vision by understanding each of their circumstances on an individual, personalized basis.
“Our number one priority is our clients and their long-term financial well-being,” said Zeitz. “We pride ourselves on building relationships that are both personal and professional, and every decision made has our clients and their families’ futures in mind. Through us, our clients’ most important objectives are realized, and we don’t take that lightly.”
Pairing a fundamental, academic investment approach with decades of real-world investing experience, Monarch’s methodology and level of personal professionalism set the firm apart. Taking a detailed and perceptive view of the research, allocation, risk, trading and monitoring of portfolios, Monarch’s partners come from diverse backgrounds such as private banking, investment planning and real estate. The team remains well-versed on the latest legal and tax issues by sponsoring an ongoing education forum that features distinguished speakers for attorneys and CPAs, further exemplifying the firm’s commitment to providing unparalleled service to its clients.
“We hear all the time from our clients that what differentiates us from other wealth management firms is the integrated approach we employ, our transparency and commitment to no hidden fees and our determined focus on investment planning,” said Zeitz. “We know that, by embodying our firm’s core values in everything that we do, we will continue to achieve significant results for those we work with.”
To find out more about Monarch and the all-encompassing approach it takes to wealth management, visit http://www.wealthmanagedwell.com.
Monarch is a Sarasota, Florida based boutique wealth management firm whose partners’ roots trace back to trust companies within multinational banks. A Registered Investment Adviser, Monarch takes a measured approach to investing by offering clients an unmatched level of transparency and access. Coupling an academic investment approach with decades of sound, real-world investment experience, Monarch takes a keen and discriminating view of the research, allocation, risk, trading and monitoring of portfolios to achieve favorable results for its clients. For more information, visit http://www.wealthmanagedwell.com or call 941-361-1212.
For additional information, contact:
hripley (at) ripleypr (dot) com