Monroe Wealth Management - San Francisco, California

Erin D.

Glen is knowledgeable and personable and has been great to work with! My partner and I were looking for someone strategic and experienced to help maximize our current funds and help us reach our future goals and Glen has helped us do that. Glen took the time to really understand our background, small business, and finances, and created a plan that was doable and easy to stick with. I recommend working with Glen if you’re looking for a more personalized approach to money management.

Jack O.

I met with Glen this week and he was FANTASTIC! I needed some education along with help making a few time sensitive decisions about my financial strategy. Though I came very scattered and unsure of what I really needed, he took a thorough look at my financial situation, explained what I needed to know simply and without judgment, and gave me direction that aligned with my preferences, the market, and best practices in the financial world. I seriously cannot recommend him enough - everyone expert traders down to financial newbies will get value out of working with him!!

Ryan A.

Glen has been wonderful to work with, we've been working with him for half a year or so now and I've already recommended him to several other people. He has a modern approach to advising where he treats his clients as people first and offers clear guidance and advice with actionable goals that are attainable and feel personalized. He's also been helpful in a lot of the tedious or overwhelming aspects of financial planning that have been issues in the past that now feel like accomplishments.

Sebastian B.

Glen is an excellent financial advisor who stands out for his fee-only approach and client-centered service. He's friendly, responsive, and has been instrumental in helping me diversify my company stock and strategize investments to minimize taxes. Glen's willingness to discuss and brainstorm ensures I stay on track with my financial goals. Highly recommend his services for anyone seeking expert guidance and support.

Kevin L.

Glen is an absolute finance wizard. He's a rare mix of financial planner, tax specialist, and economist. He's very in tune with the global economy and helps to guide everything in your best interest while also understanding what you specifically want out of it. Could not recommend enough

Nelly L.

During the pandemic I came to understand the differences between fiduciary and financial advisors. I used to work with Chase, but institutional’s financial advisors want to sell you that institute’s product, and ultimately is aligned with the institutions. Fiduciary, on the contrary, doesn’t make money by any commissions, and works strictly by taking a cut of the portfolio he/she manages for you. So their sole goal is to help you grow your wealth. There is no hidden fee (often a product from the bank can have multiple fees hidden). I want the transparency and someone who is working truly for and with me and my money. My friend and I interviewed 8 fiduciaries and decided to go to Glen. We have been working with him for 3.5 years and I am really happy with my choice. Glen is very knowledgeable on ways for tax loss harvesting and ideas to grow your wealth. He is responsive and on top of the trends. Our portfolio constantly beats benchmark. And I feel my needs are always addressed. If you want someone who doesn’t sell you products and really helps you, someone who knows trends and all of the good tricks, Glen is the one for you. I have recommended a couple friends to him and they all like him. Really happy that I found Glen!

Tevis P.

Highly recommend Monroe Wealth Management for their transparency, financial advice, and business approach. Glen is honest in his assessments, takes his fiduciary duty seriously, and if you're not a good fit will recommend other services who might be. He's helped advise my retirement and personal savings investment strategies, pushing me to think more long term about my financial goals and how I get there. He puts his money where his mouth is, doing for himself what he advises his clients to do. If you're looking for solid, honest and responsible financial advisor / wealth manager, check Monroe Wealth Management out.

Joe

Glen Monroe (the founder and advisor at Monroe Wealth Management) is approachable, honest, and talented. He offers competitively priced services ranging from financial plans to ongoing asset management. He even limits himself to a manageable number of clients to ensure that all his clients get the close attention they need. My meetings and communications with him were easy and informative. It is very clear that he is qualified, experienced, and successful.

I ultimately hired someone else to handle my particular situation, but I'm confident Glen would have done a great job. I'm leaving this review anyway, because I think anyone who is even remotely uncertain about their financial situation should schedule a meeting with Glen for an honest opportunity to hear how he can make it better.