Matthew Haefner donated 2019-07-22 21:14:40 -0700
We are an exclusive community of former college and professional athletes excelling in the world of business. We are competitors, teammates, friends, and trusted advisors. We expect nothing but success at the highest level as business professionals.
From the backboards to the boardrooms or the courts to the court of law, we maintain the passion, discipline, and fortitude to thrive in the sport of business. The uniforms may be different, but the athlete is always the same.
MLS Goalie Now Defending Client Needs!
Enabling clients to make the most informed financial decisions across multiple generations
Monograph Wealth Advisors is a wealth management firm that provides an outsourced Family Office experience to very wealthy families and their future generations. We utilize a proprietary wealth planning system, incorporating a client’s entire financial structure, to make informed decisions across multiple generations. The system also informs the needs and best use for other specialists, like tax, legal, or philanthropic experts. Our clients range from $20M to over $1B in total net worth.
College/Pro Team: University of Pennsylvania/Columbus Crew (MLS)
Chapter: Playa Vista (TechBiz)
Profession: Investment Adviser
Specialty: Fin. Advisor/Wealth Mgt.
Preferred Contact: [email protected]