Monroe Wealth Management

Monroe Wealth Management is an independent, fiduciary financial firm. We take a fiduciary oath to put the best interests of our clients first. Our financial advice and guidance is also 100% objective. We do not sell financial products, earn commissions or referral fees.

We custody our client assets at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.

Services include:

>Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc.

>Concentrated Stock Strategies

>Executive Compensation

>Tax Mitigation

>Retirement Planning

>College and Education Planning

>Family Planning

>Trust and Estate Planning

>Philanthropy

>Behavioral Finance and Financial Wellness Coaching

 

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Advisors at this Office

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This Office

2001 Addison St Suite 300 Berkeley, CA 94704-1517 Phone: (858) 314-8493

Primary Office

2001 Addison St Suite 300 Berkeley, CA 94704-1517 Phone: (858) 314-8493