MONOLITH UNDERSTANDS THE IMPORTANCE OF BUILDING A SOLID FOUNDATION THAT WILL PRESERVE YOUR WEALTH.
The Monolith Process
At Monolith, our clients share a philosophy of asset preservation over growth. Their path to wealth has not been an easy one, and their preferred method of wealth management is one that is conservative and expertly guided.
Utilizing that approach, we begin every relationship by learning about your goals and expectations. Working with an established network of highly rated asset managers and financial institutions, we guide you through an integrated wealth management process that includes risk analysis, money management, and allocation. After selecting a strategy that best fits your needs, Monolith’s advisors provide ongoing assessment to ensure that your plan reflects your needs and goals as they transform over time.
Monolith Advisors
Monolith Advisors is a broad based wealth management firm offering a full spectrum of services. Unlike many larger, big-brand wealth management firms that simply place clients into a predetermined strategy template, Monolith's advisors truly get to know you and develop a personalized, collaborative strategy — one that you can follow even as the market changes and your life unfolds.
John Bair, Founder
John Bair is the founder of Monolith Advisors. A veteran of the settlement planning industry, John has guided thousands of plaintiffs through the settlement process. Motivated by his desire to assist others in protecting their financial well-being, John tapped into his network of experienced wealth management advisors from across the United States to form Monolith.
John is a graduate of the United States Military Academy at West Point. He is actively involved with civil justice organizations nationwide and serves as a speaker for End Distracted Driving (www.enddd.org). He is also the co-founder of Milestone Consulting, LLC, a broad based settlement planning and management firm as well as the Bairs Foundation, the only 501c3 non-profit to provide pre-settlement funding to plaintiffs.
Amy Fogle, Director of Wealth Management
Amy Fogle is the Director of Wealth Management for Monolith Advisors. She is responsible for managing the client experience at Monolith. Her role encompasses all aspects of client-facing financial planning for the firm in addition to conducting operations and processes related to the selection, onboarding and maintenance of our investment portfolios and trading.
Amy has over a decade of experience in Financial Services, specifically Wealth Management. That includes six years as Strategic Relationship Manager at Nottingham Advisors, a Registered Investment Advisor in Buffalo, NY. Prior to that, Amy held the position of Trading Processing Analyst at Citi for five years in Buffalo, NY. Amy spent the first year after graduating from Canisius College working at JP Morgan Chase in the New York City area.
Amy and her husband, Ryan, have three daughters, Caroline, Clara, and Colette. She enjoys spending time with her family outdoors, when possible, and loves making time for little adventures.
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Monolith Advisors LLC is a Registered Investment Advisor firm, registered with the U.S. Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. References to Monolith Advisors LLC as a registered investment advisor, or any reference to being registered, does not imply a certain level of skill or training or an endorsement by the Securities and Exchange Commission.
DISCLOSURES
- This website is a publication of Monolith Advisors, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
- Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Monolith Advisors, LLC, is not engaged in the practice of law or accounting.
- Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
- Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
