Financial Advisors
Boston, MA
Munroe Morrow Wealth Management is a Boston-based full-service wealth management firm specializing in disciplined investment management and personalized financial planning for high net worth individuals, families, and business owners with at least $1 million in investable assets. Founded in 1993 and managing over $1 billion in assets for more than 500 families, the firm offers comprehensive services including retirement planning, investment management, stock options and equity compensation analysis, and tax-savings strategies. Their team works closely with ultra-high net worth individuals, pre-retirees, entrepreneurs, and employees with significant equity compensation to help them invest with confidence, minimize taxes, and build lasting legacies.
Ideal for: High net worth individuals, pre-retirees and retirees, business owners and entrepreneurs, employees with significant stock options or equity compensation
Service area: Boston, MA and surrounding areas
30+ Years of Expertise: Established in 1993 with over $1 billion in assets under management and more than 500 families served, demonstrating deep experience in wealth management and client retention.
Specialized in Equity Compensation: Offers expert guidance on stock options, concentrated stock positions, and equity compensation planning—services not all financial advisors provide with this level of specialization.
Tailored Tax Strategies: Focuses on tax-efficient investment management and retirement income planning to minimize taxes throughout all life stages, from accumulation through legacy planning.
Address: 346 Commercial St, Boston, MA 02109
Phone: (617) 600-5488
Website: mmwealthmanagement.com
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