Monarch Wealth Management, LLC

Monarch Wealth Management, LLC is a wealth management firm in Gates, NY. Established in 2014, the company provides investment advisory and consulting services designed to help clients achieve their financial goals. The firm’s approach to financial planning takes a holistic view of a client's situation, considering both short-term and long-term objectives. Advisors work closely with clients to develop customized investment strategies tailored to specific needs and risk tolerance. The firm holds a perfect 5.00 rating based on customer reviews.

The firm’s service process begins with an initial consultation to set expectations and define goals related to the present, the future, and retirement. This is followed by a blueprint phase where a path toward those goals is laid out, with clients able to view planning updates in real time. Implementation involves executing the plan, with the investment philosophy adapting to changes in the client's planning. Ongoing management includes investment rebalancing, analysis, oversight, and tax-loss harvesting. These portfolio changes are handled by the advisor, so clients do not need to take action on trading, rebalancing, or stock sales. The investment selection and due diligence process follows an internal proprietary method.

The team includes Constantine J Kitrinos, CFP, and David T Georgiev, MBA, CKA, who serve as Managing Partners and Wealth Advisors. Diana C Lougen, MBA, CFP, is a Partner and Wealth Advisor. Mark R Ziemba II, AIF, serves as a Financial Planner and Retirement Plan Consultant, while Charles Forte, Jr., MBA, is a Financial Advisor and Investment Manager. Galina Kolossovsky is a Wealth Advisor. Jason T Georgiev manages branch operations, and Lisa A Gianvecchio serves as a Client Engagement Specialist. The firm also lists Tammy Burgado as an Administrative Coordinator and Kathryn Arilotta as a Client Operational Specialist.

Monarch Wealth Management, LLC maintains a 5.00 rating from the customers who have reviewed it, reflecting a positive experience with the firm's advisory services in the Gates area.