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Your Future is our business
kNOWLEDGE IS POWER
It’s also the foundation for intelligent, well-considered decisions.
When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.
At Monat WE have you- and only you- in mind
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up
At Monat Wealth Management, we not only work as a team towards accomplishing your comprehensive financial planning needs, but we also work with your other existing professionals. Whether it's collaborating with your CPA on tax planning or your attorney on estate planning, we find that complimentary relationships with these professionals is critical to your success.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Meet the Team
Patricia Monat, CFP®
President & Partner, Investment Advisor Representative of Osaic Wealth
Adam Steenblock, CFP®
President, Investment Advisor Representative of Osaic Wealth
Kathleen Kennicott
Vice President - Dysart Branch, Investment Advisor Representative of Osaic Wealth