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Features and Disclosures

Investment Planning

Wealth management goals vary, from income production to long-term growth to short-term liquidity. No two investors are alike, so your particular wealth management objectives, requirements and decisions will be different from anybody else's. That is why our advisors also adhere to a disciplined process when designing and monitoring portfolios tailored to your needs.

Asset Management Solutions

Our extensive resources dedicated to portfolio construction and die diligence provide you with an institutional – quality portfolio strategy specifically designated to help achieve your long-term financial goals.

Research and Due Diligence

From our award-winning equity research and mutual fund recommendations to our closed-end funds research, Monarch Bank Private Wealth offers clients the insight needed to make informed decisions on specific investments in their portfolio.

Tax Planning Strategies

Erosion of net investment gains due to taxes is a real risk to sustaining wealth. Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan.

Retirement Planning

Whether you are early in your career, actively contemplating retirement or already retired, we can help ensure you have the resources you need for the retirement lifestyle you want. We offer a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and a dedicated and knowledgeable staff to help with planning your retirement. In addition, we can assist you in developing your overall financial plan to achieve specific goals through targeted tools including 401(k) plans, traditional IRAs and Roth IRAs.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Monarch Investments is a subsidiary of the bank. Raymond James Financial Services, Inc. is not affiliated with either entity or its subsidiaries.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site Contact your local Raymond James office for information and availability. Raymond James corporate Privacy Notice

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