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.
Patricia Monat, CFP®
President, Investment Advisor Representative of Woodbury Financial
Adam Steenblock, CFP®
Partner, Investment Advisor Representative of Woodbury Financial
Sherry Payne
Client Services Specialist/Licensed Insurance & Annuity Agent
Kathleen Kennicott
Vice President - Dysart Branch, Investment Advisor Representative of Woodbury Financial