STAY ON TRACK™

WITH OUR PRACTICAL PROCESS-DRIVEN APPROACH TO WEALTH MANAGEMENT

SCHEDULE A DISCOVERY MEETING, SO WE CAN LEARN MORE ABOUT EACH OTHER.

  • This field is for validation purposes and should be left unchanged.

Watch.Listen.Read.

Modern Wealth Management - Episode 2 (Preparing Heirs For Their Inheritance)

In the second installment of Modern Wealth Management, Darrick and Ray explore the complex nature surrounding inheritances. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may...
Watch More

Follow us on your favorite podcast channel

Follow Us
The Surprising Power of Connectedness
It seems like everyone wants to know what it takes to live fulfilling lives, create happier families, manage stronger teams, and have happier clients. And why not? Imagine a life where all those outcomes are...
Read More

Follow us on your favorite podcast channel

WE Prosper When You Do.

Everything we do on your behalf is built upon the Monon Wealth Management Formula. At first glance, it seems simple, but it becomes remarkably powerful when applied consistently.

Our Process

Our Formula

Our unique wealth management formula, for one.

Investment Consulting
Advanced Planning
Relationship Mangement

Find out how this simple formula becomes remarkably powerful when we work together period.

Learn More

STAY ON TRACK™

Our team of professionals will help you stay on track with all of your financial needs.