Broker Check


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. Previously affiliated with a leading financial firm, we recently joined LPL Financial, the nation's largest independent broker dealer.* 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.

As a firm we embrace continuing education for our staff and advisors designed to help our clients benefit from the most up-to-date and knowledgeable information, research, practices and products available today. All of our advisors have advanced degrees and/or professional certifications and designations, and adhere to strict educational and ethical requirements.

*As reported in Financial Planning Magazine, June 1996-2013, based on revenue


Boston Office

Braintree Office