Broker Check

ABOUT US

Hi, we are so glad you're here. At Monat Wealth it is our mission to.....

Hi, we are so glad you're here. At Monat Wealth it is our mission to.....

fulfill our commitment to providing excellence in everything we do for our clients. Our goal is to always exceed expectations by honoring you with a paramount degree of customer service.

 

Let's Go Back To The Beginning....
 

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services....

You Benefit From Obtaining Comprehensive Advice From A Team Of Highly Qualified Professionals.

Additional Experience That Matters.


We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from individuals with an extensive background in addressing your particular financial needs.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.


At Our Firm, We Have You - And Only You - In Mind. 


Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

our process

our process

Phase I: Discovery


We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.


Phase II: Strategy


The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.


Phase III: Implementation


The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.


Phase IV: Monitoring and Adjusting


We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

Adam Steenblock

Adam Steenblock, CFP®

President, Investment Advisor Representative of Osaic Wealth

319-235-7613

Kathleen Kennicott

Kathleen Kennicott

Vice President - Dysart Branch, Investment Advisor Representative of Osaic Wealth

319-476-2300

Miah Peterson

Miah Peterson

Marketing/Social Media Director

Patricia Monat

Patricia Monat, CFP®

President & Partner, Investment Advisor Representative of Osaic Wealth

319-235-7613

Sherry Payne

Sherry Payne

Client Services Specialist/Licensed Insurance & Annuity Agent

319-235-7613

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