It May Be Time for a Financial Checkup

We Work For You
Our first priority is to take care of you and your family at every stage of life. Monat Wealth Management wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

What Does Your Retirement Look Like?
Monat Wealth Management understands that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives.
Words of Wisdom
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Meet the Team

Patricia Monat, CFP®
President, Investment Advisor Representative of Woodbury Financial

Adam Steenblock, CFP®
Partner, Investment Advisor Representative of Woodbury Financial


Kathleen Kennicott
Vice President - Dysart Branch, Investment Advisor Representative of Woodbury Financial