At Monarch Bank Private Wealth, we're keenly aware of the additional financial management needs of corporate leaders, business owners or those who have encountered the unexpected yet immediate responsibilities thrust upon them through sudden wealth.
Between the time-consuming demands of their jobs and the often complex nature of a corporate executive's personal financial circumstances, finding time for personal financial planning – and understanding the unique requirements of that planning – can be difficult. Areas in which we can help include addressing concentrated stock positions and stock option strategies.
Our seasoned professionals can help you develop, implement and monitor a retirement or benefit plan that suits the needs of your business, as well as those of your employees. In addition, we may be able to provide valuation analyses for some businesses in the context of your personal goals and evaluate your existing strategies.
Monarch's Visa Signature® credit card with smart-chip technology, widely throughout Europe surrounds you with outstanding privileges you expect, creating the extraordinary cardmember experience you deserve. The wide array of benefits, includes an extensive rewards program, no foreign transaction fees and unlimited 1% cash back.
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