Munroe Morrow Team
Munroe Morrow Wealth Management is a full service wealth management and financial services firm located in Boston, MA. Our focus is on excellent investment and financial advice as we help clients build and manage their wealth. We place great emphasis on education–both yours and ours. We are committed to advising you in an objective and unbiased manner. We inform and educate you on the investment principles and strategies we recommend and implement. We believe that this level of knowledge and transparency helps you to make financial decisions with confidence and clarity. Contact us to take the first step.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What does the Tax Reform and Jobs Act mean for you?
Understanding the value of a home warranty.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
To choose a plan, it’s important to ask yourself four key questions.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?