Scott Monk (CFA, CFP®, MBA)

Scott Monk focuses in the
following client markets or areas of practice:

Charitable Giving

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Many years ago, I felt a clear calling to devote my life to building wealth for the purpose of funneling as much of it as possible into the ministries and charities I feel passionately about. Throughout business school and then studying for the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification, I would find myself daydreaming about the charitable legacy I could leave and spending my free time researching strategies to maximize the impact of that legacy. I started Charis Legacy Partners to take all that I have learned on this personal journey and share it with other legacy-minded wealth stewards.

At the end of the day, everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning. Whether your goal is simply to avoid becoming a burden to your kids in retirement or as ambitious as leaving hundreds of millions of dollars to the charitable causes you believe in, I’ll partner with you in that journey and help you to take ownership of your legacy. I provide comprehensive legacy-minded wealth planning to my clients, covering cashflow planning, tax planning, estate planning, charitable planning, insurance planning, investment management, etc.