Monograph Wealth

Monograph Wealth is a financial services startup that focuses on providing comprehensive, technology-driven, and systematic guidance to create individualized wealth strategies. Founded in 2015, the company's mission revolves around guiding clients to realize a successful investment experience and enjoy intergenerational family capital with purpose and clarity. Their wealth planning technology, developed by their principals, aims to provide a unified platform through which families can chart their wealth's future. Monograph offers specialized programs and services tailored for affluent families and related institutions, including public and private investments, tax and fee efficiency, pre-liquidity planning, estate planning, strategic philanthropy, and multigenerational planning. Operating as a Southern California-based, employee-owned independent advisor serving a nationwide clientele, Monograph operates on a transparent fee structure, ensuring unconstrained product and service access while removing potential conflicts of interest. The company typically engages with a select group of families and institutions, with a targeted client to professional ratio of 10:1 and caters to clients with wealth ranging from $30MM to $500MM+. As a fiduciary, Monograph prioritizes its clients' interests, positioning itself as a trustworthy partner in wealth management.