Monthie Wealth Advisors

Monthie Wealth Advisors provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and require authority to make trades without asking first. MWA also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. MWA generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.