A complete list of active advisors currently associated with Munn Wealth Management, LLC

Warmer can help you find a great advisor at Munn Wealth Management, LLC or one who fits your needs even better.

Munn Wealth Management advises a mix of individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm offers asset management and financial planning as core services and supplements these with affiliated tax preparation services and access to legal and estate-planning advice through an attorney associated with the firm. The firm typically manages assets on a discretionary basis using investor profile and risk-tolerance questionnaires to set asset-allocation guidelines and places client assets into model strategies and programs (ranging from Preservation to Aggressive). Munn allocates a substantial portion of client assets to proprietary strategies managed by an affiliated adviser and also uses quantitative strategies (including an All Cap Value portfolio based on third-party analytics), third-party managers, and derivative and short-sale techniques where appropriate; it may recommend private fund investments on a non-discretionary basis for qualified clients. Compared with many peers, Munn has a notable web of affiliated businesses and investment vehicles: it is affiliated with multiple registered advisers and proprietary funds, offers fee-discount/refund mechanics for assets invested in its affiliated funds, and participates in charitable pooled-trust arrangements managed by an affiliate. The firm also discloses a range of potential conflicts tied to those affiliations (including referrals to affiliated private funds and shared economic interests) and has recent ownership changes and a disclosed partial donation of an owner’s stake to a charitable foundation.

To learn more about the advisors currently working at Munn Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.