Business Continuity Plan

We want to thank all of our loyal clients as we continue to navigate this challenging environment.  Rest assured that we have all hands on deck and monitor the situation at hand each and every day. Please know that the Covid-19 virus has forced our team to utilize our business continuity plan.  This is a plan we maintain specifically for times when we are incapable of operating in our offices. 

Our industry has been deemed an essential business by the state of New York and we intend to honor servicing our clients and continuing to provide support in the best ways possible.  All clients can expect business as usual with the exception of in-person meetings as we want to honor the social distancing mandate.  We have a number of tools at our disposal like video conferencing and screen share capabilities.  Members of our advisory team have extended hours, are working remotely and doing our very best to accommodate our clients in this time of uncertainty.  Events and data are happening quickly so stay tuned to the various outlets we utilize to provide you with the latest insight on the current state of things.  We offer the following:

1. Podcast

2. Newsletter

3. Blog Posts




The Monarch Wealth Management Team

Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Basch Solutions to provide information on a topic that may be of interest. Basch Solutions is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor.

Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial. Access to BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL, OH, TX, NC, SC, IL, AZ.