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VerifiedInvestment Management· Founded 2013

Monarch Wealth Managed Well

Monarch provides every client reliable, objective advice and fully customized investment management services. We collaborate with high and ultra-high net worth families to develop realistic goals and implement achievable plans for wealth preservation and capital appreciation. Our clients enjoy a straightforward fee structure with no additional charges, commissions, or loads.

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HeadquartersBradenton, United StatesEmployees1 to 10Annual revenue<$1MFounded year2013Websitewealthmanagedwell.comLinkedIn profileLinkedIn

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  • 1president, director of investments

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