Every day, we make decisions that shape our financial future. The advisors at Monroe Wealth Management can help you set a course for personal growth, financial strength, and peace of mind. Monroe Wealth Management is a financial firm for tech employees who earn high incomes and are dealing with complex equity decisions.
Through hard work, good timing, and a little bit of luck, my employer IPO'ed and I earned more money than I knew what to do with. Working with Glen has been one of the best financial decisions I could make. Glen has the expertise and experience to make lucrative decisions, but also the personal touch and patience to walk you through it.
Through hard work, good timing, and a little bit of luck, my employer IPO'ed and I earned more money than I knew what to do with. Working with Glen has been one of the best financial decisions I could make. Glen has the expertise and experience to make lucrative decisions, but also the personal touch and patience to walk you through it.
Services
Monroe Wealth Management was founded to change how wealth management is approached. Our founder chose to start a fee-only firm so our clients would be our only priority. No product sales and no quotas. Our goal is to expand planning services to clients whom traditional firms would typically turn away.
We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these six financial categories. We will work with you to address issues and identify opportunities to create a well-balanced portfolio. We will assess your current situation, including assets, liabilities and cash flow, and work closely with you to identify and prioritize your goals.
Reviews (6)
Nichola White
Sep 04, 2021
Report
We are current clients of Glen and have been for just over a year now.
The only way to describe Glen is the best in the business. My husband Adam and I were skeptical about a “money manager” as we called it - but Glen is so much more than that.
He instantly made us trust him and feel at ease, explained things in terms we would understand, has helped us realize our goals and dreams and work towards them and best of all he just has our best interests at heart in every aspect of our lives.
Every time we get another crazy idea or change our financial goal posts he walks us through the scenarios
The only way to describe Glen is the best in the business. My husband Adam and I were skeptical about a “money manager” as we called it - but Glen is so much more than that.
He instantly made us trust him and feel at ease, explained things in terms we would understand, has helped us realize our goals and dreams and work towards them and best of all he just has our best interests at heart in every aspect of our lives.
Every time we get another crazy idea or change our financial goal posts he walks us through the scenarios
Luke Aiello
Sep 04, 2021
Report
Kevin Yee
Aug 20, 2021
Report
I was looking for a new financial advisor after having dealt with one for years who was bad at communicating and explaining things. Luckily I found Glen and even though I live on the other side of the country, it was easy to communicate through zoom, email, and phone. He explains things clearly so even I can understand them. I feel confident with his advice on retirement, investments, and savings. My earnings are evidence of that!
Chris Graham
Aug 16, 2021
Report
If anyone is looking for an honest and caring financial person I recommend Glen Monroe hands down. My husband and I have been with him for 3 years now, and he’s so great at listening to your thoughts and is amazing at guiding us in our financial needs. He’s great at checking in with us as well.
I have recommended him to several people and they are all in agreement that he is a person you can trust in leading you on the right path to ones financial journey.
I recommend 5 stars to Glen as he is awesome at what he does best. Thank you Glen for always being there for us.
I have recommended him to several people and they are all in agreement that he is a person you can trust in leading you on the right path to ones financial journey.
I recommend 5 stars to Glen as he is awesome at what he does best. Thank you Glen for always being there for us.
Almas Sharif
Aug 15, 2021
Report
Through hard work, good timing, and a little bit of luck, my employer IPO'ed and I earned more money than I knew what to do with. Working with Glen has been one of the best financial decisions I could make. Glen has the expertise and experience to make lucrative decisions, but also the personal touch and patience to walk you through it. He has been confident and firm throughout the process, but every critical decision has been grounded by an informative dialogue. I would recommend Glen to anyone who seeks financial planning.
Lexi Spoto
Aug 13, 2021
Report
I have been working with Glen for about a year and his guidance has been invaluable. He has helped diversify and grow my portfolio with his expert knowledge far beyond my expectations. With his assistance, I have developed a comprehensive plan which meets my needs and goals for the short and long term. I have good confidence in his judgment and skill and feel I am in good hands with Glen and Monroe Wealth Management.
