We focus exclusively on wealth preservation through transfer tax mitigation and asset protection. Monarch Wealth helps individuals and families at all levels of wealth minimize their exposure to the estate tax, the gift tax, and the generation skipping transfer tax. Additionally, we provide liability protection through the appropriate structuring of asset ownership. We are not generalists. We do one thing--we help you protect your wealth--and we do it well.

Monarch Wealth was founded to provide an experienced approach to the provision of a discrete set of legal services. The philosophy of Monarch Wealth is to provide exceptionally deep knowledge in the area of wealth preservation, and to decline to practice in other areas.

We are firmly committed to avoid becoming a part of the mediocre majority that currently exists in many legal practice areas.

A focus on genuine client service, as opposed to high-volume generic solutions, is a foundational objective of this firm. Additionally, in direct opposition to many law firms that may also be able to provide exceptionally sophisticated services, the outcomes measured by Monarch Wealth revolve around client satisfaction and plan design expertise, as opposed to billable hours or dollars generated for the firm.

The professionals at Monarch Wealth give out direct telephone contact numbers and endeavor to return all messages, whether voice mail or email, within the business day. If a same day return call or return email is not possible, a message will be returned the next day.