Monarch was formed as the result of handling one of America's wealthiest families and functioned as their private family office over 35 years ago. Our diverse team of experienced professionals are always up to the challenge of helping our clients achieve their financial goals. From scheduling monthly bills to managing large-scale financial decisions, Monarch is dedicated to providing the highest quality of service to each of our clients.
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In 2008, Barry Klarberg formed Monarch Wealth and Business Management LLC, a full service Family Office firm. Barry received a BBA and MS in Taxation as well as an Honorary Doctorate from Pace University and maintains his Series 65. He was an Adjunct Professor of Taxation at Pace University from 1985-1989.
Your Monarch Wealth Planning Team will be comprised of financial planners, accountants, investment advisors, branding experts, risk managers, tax specialists, royalty auditors and touring experts, each of whom is committed to building a customized plan that will help you realize your financial goals.
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Harry T.
Jul 06, 2016
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