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Glenn M
Series 65
Eugene, OR
Isler Wealth Management, LLC
Glenn Munro is a financial advisor at Isler Wealth Management, LLC with eight years of experience in the industry. He holds a Series 65 designation and has been a partner and CPA at Isler CPA, LLC since 2006, where he serves the tax and accounting needs of business and individual clients. Isler Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee benefit plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing primarily passively managed asset-class mutual funds and a buy-and-hold strategy supported by portfolio modeling.
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