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201 International Circle, Suite 230, Hunt Valley, MD 21030

(410) 891-5700
adietz@monumental-us.com

Family Office & Private Wealth Management

Maximizing Wealth, Enhancing Life

Advising entrepreneurs, medical professionals, and ultra-high-net-worth families on growing wealth, protecting multigenerational legacy, and creating greater freedom to live life on their terms.

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Our Partners:    Charles Schwab

IFP FidelityBNY Pershing

Stewarding wealth across generations 

Access comprehensive, integrated services through an independent family office built to provide flexibility and personalized solutions.


  • Private Wealth Management
  • Financial Planning
  • Investment Advisory
  • Wealth Strategy
  • Tax Strategy & Planning
  • Pre-Transaction Planning
  • Private Investment Opportunities
  • Concentrated Stock Strategies
  • Tax-Efficient Diversification


  • Liquidity & Exit Planning
  • Private Banking Services
  • Insurance Advisory
  • CFO Services
  • Estate Planning & Legacy
  • Trust Services
  • Philanthropic Planning
  • Family Governance & Education
  • Lifestyle & Wellness

Our Leadership Team and Partners

At Advanced Wealth Solutions, our foundation is rooted in a client-first philosophy.
Our leadership combines extensive experience with innovative thinking to serve the evolving needs of both clients and advisors. Together, we are shaping a more thoughtful, modern approach to private wealth management.

Your Vision, Thoughtfully Realized Across Generations

Enduring wealth is not built through chance, it is cultivated through thoughtful strategy, disciplined stewardship, and a long-term perspective. Like a legacy estate, what is carefully established today is designed to provide stability, opportunity, and continuity for generations to come.

At Advanced Wealth Solutions, we take a family office approach—integrating investments, planning, and strategic guidance into a cohesive framework centered entirely around your goals. Together, we design a forward-looking strategy that not only preserves and grows your wealth, but positions it to endure through complexity, transition, and time.




Risk Management / Insurance

Risk Management / Insurance

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Business Ownership & Succession Planning

Business Ownership & Succession Planning

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Corporate Executive Services

Corporate Executive Services

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Employer-Sponsored Retirement Planning

Employer-Sponsored Retirement Planning

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Financial Planning

Financial Planning

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Investment Management

Investment Management

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Estate Planning

Estate Planning

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Retirement Planning

Retirement Planning

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Our Mission

Our Mission

Advanced Wealth Solutions is dedicated to providing sophisticated advice and trusted partnership.


Our mission is to serve individuals, entrepreneurs, family offices, corporate leaders, and institutions with a standard of excellence tailored to their unique financial goals.

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Our Commitment

Our Commitment

Our commitment is reflected through personalized service and the long-term relationships we build with our clients.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Credit Card Payoff

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Have a question? We're ready to help.

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