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.

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Advisors at this Office

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This Office

2342 Shattuck Ave Ste 897 Berkeley, CA 94704-1517 Phone: (858) 314-8493

Primary Office

2342 Shattuck Ave Ste 897 Berkeley, CA 94704-1517 Phone: (858) 314-8493