Stephanie
Dewitt
Monarch Wealth Strategies
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About this Advisor
Stephanie Dewitt is a financial advisor based in Pasadena, California, working with Monarch Wealth Strategies. Stephanie has previously held positions at Wells Fargo Advisors Financial Network LLC, Ascend Financial Consultants, Inc, and Monarch Wealth Strategies. Stephanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Stephanie is part of Monarch Wealth Strategies, which operates out of Pasadena, California. The firm has 2 offices and 7 employees. The firm manages assets totaling $336.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Monarch Wealth Strategies includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Monarch Wealth Strategies Brokerage Details
$336,787,014
7
925
$364,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephanie Dewitt Work History
Monarch Wealth Strategies
Ascend Financial Consultants, Inc
Ascend Financial Consultants, Inc
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Stephanie Dewitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monarch Wealth Strategies
Santa Barbara, CA
Santa Maria, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Maria, CA
Pasadena, CA
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