Financial Gravity Enhances Team with Seasoned Financial Professional Mitch Monson

July 2nd, 2025 10:00 AM
By: Newsworthy Staff

Financial Gravity Companies, Inc. strengthens its advisory capabilities by appointing Mitch Monson as a Family Office Director, leveraging his extensive experience in tax-optimized income planning and wealth transfer strategies for retirees.

Financial Gravity Enhances Team with Seasoned Financial Professional Mitch Monson

Financial Gravity Companies, Inc. (OTC: FGCO) has announced the addition of Mitch Monson to its team as a Family Office Director. With over 25 years of experience in the financial sector, Monson specializes in tax-optimized income planning and efficient wealth transfer strategies, particularly for retirees. His role involves prescribing advanced tax solutions and ensuring their implementation with precision, supported by Financial Gravity's comprehensive approach to financial planning.

Monson's expertise is expected to enhance Financial Gravity's ability to deliver lower costs, higher tax efficiency, and more transparent risk management to its clients. His appointment reflects the company's commitment to providing coordinated advice across taxes, investments, and risk management, aiming to democratize family office benefits for the mass affluent American family.

Expressing his enthusiasm about joining Financial Gravity, Monson highlighted the company's leadership in integrating proactive tax planning, wealth management, estate planning, and tax compliance. Financial Gravity CEO Scott Winters also shared his excitement about Monson's addition, anticipating continued growth and success for the company.

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