Monolith Financial Group

Since 1985, in all types of economic, political, and market environments, we have delivered solid investment ideas and vital solutions our clients have come to count on.and#10and#10We understand that with the right management, account, and investment mix, our clients may be able to reduce their income taxes, and increase the money in their pockets, and investments. In time and by making good decisions now, this may provide them with additional income to enjoy when they are retired.

At Wisdom Pointe Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Roseville, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

“Be interested, not interesting” is my favorite quote, and a philosophy I apply to both my personal and professional lives as a financial planner. It’s why you can always find me taking on new challenges, from planting a citrus orchard to improving my pickleball game. And it’s also how, for 25 years, I’ve built relationships with clients here in California – getting to know them, listening to what they want from their life and their retirement, and helping them get there. Putting their best interest first, of course.