Monument Wealth vs Wing App

Welcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal. This Monument Client Portal app will provide you with a secure way to: - View your investment accounts, activity, and performance - Download monthly statements, quarterly reports, and tax forms - View and run interactive reports on gains and losses, estimated income, and more - Share documents with the Monument Team Please reach out to the Monument Team at 703-504-9600 or support@monumentwm.com if you have any difficulty accessing your Monument Client Portal, have any questions, would like a walk-through, or would like to provide feedback. *You must set up your Monument Client Portal before logging into this app. To set up your Monument Client Portal please contact us. ABOUT MONUMENT WEALTH MANAGEMENT Monument Wealth Management offers unfiltered opinions and straightforward advice that properly frames all risk, removes hassle, and empowers you to have more control over your time and options. Monument does this through our Private Wealth Design process, which is intentionally devised to answer YOUR specific questions, not everyone else’s, ultimately providing you clarity and removing the anxiety of the unknown. Please see important disclosure information at https://monumentwealthmanagement.com/disclosures/

WING, YOUR FINANCIAL SUPERINTELLIGENCE FOR NAVIGATING LIFE Wing brings your money, investments, goals, and financial decisions into one living financial plan, helping you understand where you stand, what deserves your attention, and what to do next. Built for modern financial planning, Wing helps you navigate the decisions that shape your life, including investing, taxes, insurance, estate planning, retirement, cash, debt, credit, spending, major life events, and long-term goals. CREATE YOUR FINANCIAL PROFILE Your Guidance Profile reflects the life you are living today and the life you are working toward tomorrow. Wing uses your profile to help organize your financial picture, identify areas of opportunity, and deliver personalized guidance designed around your goals, responsibilities, and decisions. SEE YOUR WHOLE FINANCIAL LIFE IN ONE PLAN Open Wing to see a clearer view of your financial life, including your plan, priorities, advice, and next steps. Your Plan helps you understand where you are, what is in progress, and which decisions may need attention, so your financial life feels less scattered and more intentional. RECEIVE PERSONALIZED ADVICE AND NEXT STEPS Wing helps turn financial complexity into clear guidance. Review personalized Advice, understand why it matters, and follow practical Next Steps across the areas of life and money that matter most. PLAN FOR LIFE’S BIG DECISIONS Wing includes guided Experiences for major life moments and goals, including buying a home, having children, getting married, starting a business, protecting loved ones, traveling the world, and leaving a legacy. Each Experience connects planning tools with personalized guidance to help you think through important decisions with more clarity and confidence. CONNECTED TO A REAL ADVISORY RELATIONSHIP Wing is designed to work alongside participating financial institutions and advisory teams. When available through your financial institution, Wing helps your advisory relationship become more informed, more proactive, and better connected to your financial life. FIDUCIARY, SEC-REGISTERED ADVICE Wing Financial, Inc. is an SEC-registered investment adviser. As a fiduciary, Wing is committed to providing advice in your best interest. Disclosures: Wing Financial, Inc. is an SEC-registered investment adviser. Access to certain features, investment accounts, advisory teams, managed portfolios, or experiences may require a Membership Code from a participating financial institution. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Fiduciary advice is provided where applicable through Wing Financial, Inc.