Understanding Your Client Relationship Summary

Home » FORM CRS

Download

1630 West Oak Street, Suite 100
Zionsville, IN 46077
(317) 559-3360

(844) 559-5639
info@themonumentcirclegroup.com

Home
Solutions
Financial Planning
Wealth Management
Wealth Transfer and Philanthropy
Family Governance and Legacy

×

Home
Solutions
Financial Planning
Wealth Management
Wealth Transfer and Philanthropy
Family Governance and Legacy

About Us
Why Choose Us
Schedule a Consultation
Meet the Team
Our Process
Strategic Alliances

×

About Us
Why Choose Us
Schedule a Consultation
Meet the Team
Our Process
Strategic Alliances

Client Resources
Articles
FAQ
Contact Us

×

Client Resources
Articles
FAQ
Contact Us

Securities offered through Trade PMR/First Clearing. Member FINRA/SIPC.

To check Firm or Individual Brackgrounds please go to https://brokercheck.finra.org/

Client Log In

Client Summary

Disclaimer:

Wealth Advisory Solutions, LLC, doing business as The Monument Circle Group (TMCG) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“ SEC ”). SEC registration does not constitute an endorsement of the advisory firm by the SEC, nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of TMCG as of the date hereof, which are subject to change without notice at any time. TMCG does not represent that any opinion or projection will be realized. Neither TMCG nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current, or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Scroll To Top