ABOUT TEAM

empowering financial futures

MONICA FAULVE-STACH, CEO

Life Insurance and Licensed Real Estate Agent

Monica Faulve-Stach is an Associate Broker with Hariri Financial Partners and founder of RAINMAKER Wealth Innovation and Astra Sage Partners. With 30+ years of banking experience at JP Morgan Chase, Wells Fargo, and BBVA Compass, she specializes in advanced financial strategies, asset protection, business funding solutions, and real estate wealth planning for high-net-worth clients and underserved businesses.

A Licensed Life and Health Agent and Licensed Realtor®, Monica partners with CPAs and professional advisors to deliver sophisticated tax reduction, estate planning, and asset protection solutions. She is committed to long-term client success and community leadership through Rotary International.



Customized solutions designed to maximize returns and minimize tax liabilities for diverse client needs

RAINMAKER Wealth innovation (RWI) - Team

Our team collaborates across various planning disciplines to guarantee continuity, coordination, and accountability. Each advisor contributes their unique expertise, yet planning decisions are made jointly—ensuring that nothing is missed.  With scheduled periodic service status reviews!

CHIEF TECHNOLOGY OFFICER

CHEIF MARKETING OFFICER

EXECUTIVE ASSISTANT

Tailored Financial Strategies for Investment and Tax Optimization


Tax Optimization Strategies

Implement tailored tax plans to reduce liabilities and maximize returns for individuals and businesses.

Investment Funding Solutions

Access diverse funding sources designed to support growth and capital needs across various sectors.

Real Estate Advisory

Provide expert guidance on property acquisition, management, and investment aligned with financial goals.

Estate and Succession Planning

Develop strategies to protect assets and ensure smooth wealth transfer across generations.

Collaborative CPA Partnerships

Integrate advanced financial services with tax practices to enhance client outcomes and compliance.

Continuing Professional Education

Offer accredited CPE courses to keep CPAs updated on the latest tax and financial strategies.

Client Success Stories

“Thanks to TAX AND FUNDING SOLUTIONS, I optimized my tax strategy and secured a stable investment plan that truly supports my family’s future.”

Dr. Emily Carter, Dentist

Frequently Asked Questions

Clarify common concerns about our financial and tax strategies, real estate services, and client engagement process to help you make informed decisions.

What types of clients do you typically serve?

We work primarily with dentists, physicians, family business owners, and retirees, tailoring strategies to meet both their business and personal financial goals.

How do you integrate tax planning with investment strategies?

Our approach aligns tax mitigation with long-term investment objectives, ensuring optimized financial outcomes while adhering to fiduciary standards.

What is the process for developing a customized financial plan?

We begin with a thorough assessment of your goals, followed by collaborative strategy development and ongoing adjustments to adapt to changing circumstances.

Can you explain your real estate services and how they complement financial planning?

Our real estate expertise supports investment diversification and wealth preservation, providing clients with tailored property solutions aligned with their financial plans.

Get in Touch

Contact us to discuss your unique financial needs and explore how our specialized strategies can support your goals.