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Features and Disclosures

Addressing the complexities of wealth management

By necessity, successful individuals and families have more complex needs that require specific, tailored solutions. Monarch Bank Private Wealth, provides the full support of a team of specialized professionals who can provide targeted input regarding your wealth. In addition, we are proficient in specialized planning for a variety of needs, including those of business owners, corporate executives, individuals with concentrated equity positions, and individuals or families who have experienced significant wealth events.

Dedication to a disciplined approach:

  1. UNDERSTAND
    We want to understand your current circumstances, future goals, concerns and aspirations.
  2. DESIGN
    A comprehensive, solutions-based plan based on your unique situation.
  3. IMPLEMENT
    Decisions are put into motion - this may include other professionals who serve you.
  4. MANAGE
    An ongoing process with periodic reviews of relevant information.

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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