Committed To You

Let’s partner together to define your financial goals and continue your journey toward financial success.

Equity Compensation and Stock Options Employees

Small Business Owners & Entrepreneurs

Retirees & Pre-Retirees

Experienced & Dedicated

1993

ESTABLISHED

$800M

ASSETS MANAGED

Over 400

FAMILIES SERVED

30 Years

OF EXPERIENCE

Focused On Your Goals

Munroe Morrow Wealth Management is a full-service wealth management firm located in Boston. Our goal is to help you make confident financial decisions, empowering you to live the life you want.

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Retirement
Planning

You need a plan to provide income throughout your lifetime and leave a legacy for your family. Let us help you build a retirement plan that addresses your most important goals:

  • Ensure you have enough money to retire and that your money will last throughout retirement.
  • Minimize taxes on your investments and your income—now and during retirement.
  • Develop your retirement portfolio in context with your income goals and assess the best place to draw income from during retirement.

Investment
Management

Your investment portfolio should be tailored to your individualized goals. Work with our team to assess your financial situation, investment objectives, and risk tolerance.

  • Design and construct an investment strategy to address your needs based on your financial goals.
  • Provide ongoing portfolio management and rebalancing to adapt your portfolio to changes in the markets and your life.
  • Develop in-depth cash management strategies.

Stock Options & Equity
Compensation Analysis

Your company stock options can be a financial game-changer. Partner with an advisor to ensure you’re taking advantage of opportunities to:

  • Understand how and when to divest company stock to achieve your financial goals.
  • Analyze tax opportunities and tax-reduction strategies.
  • Develop a smart stock option exercise strategy.

Tax-Savings
Strategies

Taxes can take more from your financial goals than you realize. Have you taken the time to review how taxes impact your investments or how taxes may affect your retirement income? Let our advisors help streamline your tax planning to:

  • Minimize taxes in retirement.
  • Improve the tax efficiency of your investments. Understand the tax implications of your investment strategy.
  • Reduce potential estate taxes.