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Waterloo - Jesup - Dysart

800-264-0785
contact@monatwealth.com

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Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement
Office policy update regarding COVID-19:

Office policy update regarding COVID-19:

We at Monat Wealth Management have been closely monitoring the updates regarding the COVID-19 virus. We are concerned not only for the health and and welfare of our clientele, but also our staff. Our Waterloo and Jesup offices will remain open at this time. We are encouraging phone reviews but have the option of in office review which will be conducted in our conference center which allows 6ft apart seating . We will, as always, be available over the phone if you have any questions or concerns.

We will continue to monitor the situation both with the markets and with the virus itself and we will keep you updated on any changes to our policy.

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Patricia Monat, CFP®



Adam Steenblock, CFP®


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