Business Details
22 Years
experience
Trusted Financial Advisers for Wealth Preservation in Fort Worth, TX
Monolith Group has been pioneering innovative financial strategies since 2004, specializing in wealth preservation and estate planning for high-net-worth individuals. Our proprietary Monolith Estate Planning Strategy (MEPS) was developed to address complex financial challenges through a coordinated network of top-tier financial institutions, legal experts, and tax specialists. With decades of combined experience, our team works closely with attorneys and CPAs to create customized solutions that mitigate inheritance taxes, reduce capital gains exposure, and facilitate seamless wealth transfer.We maintain offices in Fort Worth, Dallas, Las Vegas, and Boca Raton, serving clients nationwide through our trademarked Direct Pay Letter of Credit financing methodology. Our proven track record includes orchestrating over $2 billion in life insurance premiums while maintaining partnerships with leading industry organizations like Wealth Counsel and The Wealth Strategies Institute.
Services
Wealth Preservation
Estate Planning
Tax Mitigation
Charitable Gifting
Premium Financing
Capital Gains Reduction
Business Succession Planning
Wealth Transfer Strategies
Details
- Year established: 2004
Highlights and features
- We developed the patented MEPS financial planning methodology
- Our team includes former banking executives and financial institution leaders
- We specialize in complex estate planning for high-net-worth clients
- We maintain partnerships with top-tier financial institutions nationwide
- Our Direct Pay Letter of Credit financing method has handled $2B+ in premiums
Associations and certifications
- Wealth Counsel
- The Wealth Strategies Institute
- The National Network of Estate Planning Attorneys
Services
Wealth Preservation
Our wealth preservation strategies protect high-net-worth estates through customized financial instruments. We implement MEPS planning solutions that reduce tax liabilities while maintaining asset liquidity. Our approach combines institutional-grade financing with legal frameworks to ensure long-term wealth sustainability for future generations.
Estate Planning
Comprehensive estate planning services address tax mitigation and wealth transfer challenges. We develop customized strategies using our proprietary Direct Pay Letter of Credit financing methodology. Our solutions coordinate with legal and tax professionals to create efficient intergenerational wealth transfer frameworks.
Premium Financing
Our trademarked premium financing solutions provide access to institutional funding rates. The MEPS program eliminates traditional financing risks through structured debt instruments. This approach enables clients to maintain estate liquidity while securing life insurance policies for wealth preservation purposes.
Tax Mitigation
Specialized tax mitigation strategies target inheritance and capital gains exposure. We utilize coordinated financial instruments that reduce tax burdens through legal frameworks and institutional partnerships. Our solutions maintain compliance while optimizing clients' financial positions across multiple jurisdictions.
Charitable Gifting
Charitable giving strategies maximize tax benefits while supporting philanthropic goals. Our MEPS framework integrates charitable LLC structures and split-dollar plans. These solutions provide clients with optimized tax deductions while maintaining control over asset distribution and usage.
People
John Gasowski
Partner
Co-inventor of MEPS with 25+ years in financial services. Former stock analyst and bond trader who developed proprietary estate planning strategies. Regular conference speaker at Wealth Strategies Institute events.
Mike Carlson
Partner
Co-founder with 40+ years in financial industry. Former Prudential executive recognized with multiple industry awards. Million Dollar Round Table member with expertise in premium financing solutions.
Kirk French
Partner
23-year banking veteran with expertise in corporate finance and wealth management. Former Bank of America executive who developed premium finance programs. Coordinates banking relationships for MEPS implementation.
Questions
What makes The Monolith Group different from other financial advisers?
We developed the patented MEPS planning methodology and Direct Pay Letter of Credit financing, which provide unique solutions for high-net-worth clients seeking institutional-grade financial strategies.
What types of clients do you work with?
We specialize in serving high-net-worth individuals, business owners, and estate planners who require customized solutions for wealth preservation and tax mitigation.
How does your premium financing solution work?
Our trademarked Direct Pay Letter of Credit financing allows clients to access institutional funding rates while maintaining estate liquidity through structured debt instruments.
Do you work with other financial professionals?
Yes, we collaborate with attorneys, CPAs, and estate planners to create comprehensive solutions that integrate with existing financial frameworks and legal structures.
What geographic areas do you serve?
We operate from offices in Fort Worth, Dallas, Las Vegas, and Boca Raton, serving clients nationwide through our network of financial institution partners.
