Monocacy Wealth Management Has Rebranded

Dear Clients, 

We are thrilled to announce an exciting new chapter for our firm. As of today, Monocacy Wealth Management is refreshing our brand identity and logo. This rebranding reflects not only a fresh look, but also our dedication to providing you with an enhanced, integrated approach to your financial journey. 

In alignment with our sister CPA firm, Faragalla & Associates, we are taking a significant step toward realizing our vision of a one-stop shop for all your financial and business needs. After 30+ years, we have officially rebranded Faragalla & Associates to become Monocacy CPAs & Advisors. We have also launched Monocacy Insurance Group to serve our clients in the areas of commercial and personal insurance. Together, we are now unified under Monocacy Financial Group—a cohesive financial group designed to deliver seamless support across accounting, wealth management, and insurance services. Monocacy Financial Group embodies our commitment to bring together specialized expertise under one unified brand, allowing us to collaborate closely and offer expanded insights to help you reach your financial goals. 

With the alignment of our Financial Group, we will be updating our email addresses across all brands. Our email addresses here at Monocacy Wealth Management will be changing to the following format: CarterS@MFG-WM.com , and for the CPA team, ShawnB@MFG-CPA.com . This will allow further uniformity between our financial group branches. Please note that our existing email addresses will remain active throughout this transition period before being phased out. 

Monocacy Wealth Management is also excited to announce a new partnership with Verdence Capital, a leading investment firm based out of Hunt Valley, Maryland. This partnership enables us to offer, for a small additional fee, expanded investment strategies to our clients, including access to Alternative Investments and additional investment managers. We are excited to offer these expanded investment options, while continuing to offer in-house active and passive investment management. If you would like more information on these new strategies, please don’t hesitate to reach out. 

While our offerings are expanding, our dedication to providing superior client service remains constant. That’s why we are proud to also announce the addition of our newest team member, Leah Paire. Bringing her background in business operations, Leah will be assisting our team with internal processes as well as taking an active role in enhancing client experiences. 

 We are honored to continue serving as your trusted advisors, and we look forward to bringing these new opportunities to you. Thank you for your trust and partnership. 

Warm regards, 

Carter Shaffer

Managing Partner