Investment Management
For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime.
Financial and Retirement Planning
Financial planning is a significant element of our team's overall and proprietary process. It is this process, where we take the time to learn about you and your family, on an intimate level, that allows us to create a financial roadmap.
Tax and Estate Planning Strategies
We have all heard that there are only two certainties in life - death and taxes. Our team and process ensures careful planning around both subjects.
Serving You 41 Years
The team at Monaco Capital Management, LLC. uses their multiple decades of experience to capitalize on those facts that are advantageous to the attainment of your financial goals.
While we serve families from all walks of life; we discovered over the years we have a strong focus with business executives and owners, women, and young professionals. Our experience in serving each of these groups allows us to offer a unique perspective and provide advice that is more catered to each of their needs.
Monaco Capital Management
Andrew Gregory
Managing Director | Financial Advisor
Kirstin Hark, CFP®
Director | Financial Advisor
Susan A. Miller
Senior Client Administrative Manager
Meet the Team
"You got to be careful if you don't know where you're going, because you might not get there."
Yogi Berra
Our Office
448 Viking Drive, Suite 230
Virginia Beach, VA 23452
Phone: (757) 333-7676
Email: andrew.gregory@stewardpartners.com
kirstin.hark@stewardpartners.com
susan.miller@stewardpartners.com