top of page
Investment Philosophy
Monaghan Wealth Management, LLC, maintains the SEE Approach to Investing.​
​
SERVICE: Meeting with clients in person is paramount to creating a successful long-term investment strategy.
​
EDUCATION: During initial and ongoing consultations, we listen and educate one another to facilitate proper planning and the best solutions.
​
EXPECTATION: Communicating with clients on a timely and consistent basis is the foundational rule of our firm. This ensures a clear understanding of the wealth management process.
​
bottom of page