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Boston Office: 346 Commercial Street, Boston, MA 02109
Cape Cod Office: 411 Main Street (Route 6A), Yarmouthport, MA 02675

617-600-5488   Toll-Free:  877-472-5175

Our Process

GUIDING YOU TOWARD FINANCIAL INDEPENDENCE

OUR FOUR-STEP PROCESS

Your financial situation may be complex, but through our comprehensive wealth management process, we will clarify and simplify the seemingly overwhelming number of options as we guide you in the pursuit of your goals.

Embarking on Your Journey | Discovery

In the discovery phase of our comprehensive planning process we help you identify key goals and objectives on your path to success. We work with you to complete a comprehensive investor profile that documents short- and long-term goals, current income needs, risk tolerance and other factors that will help define your unique path.

Exploring the Possibilities | Education & Analysis

We gather and analyze your financial statements and evaluate current strategies to determine if they are aligned with your goals and objectives. We proactively identify financial challenges and potential opportunities.

Choosing Your Path | Recommendations

Utilizing insight from our team of experienced advisors and unbiased third-party research, we develop a personalized financial analysis and recommendations based on fundamental principles of strategic asset allocation and diversification, as well as strategic tax and risk management.

We thoroughly assess and discuss the pros and cons of each recommendation as well as exit strategies, should your needs change. By thoroughly exploring your options, we can help you choose those that best suit you and put you on a comfortable course to pursuing your unique vision.

Staying the Course | Implementation & Active Management

Implementation begins with ensuring the proper allocation of your assets and investments in financial products that are well suited to your risk tolerance and needs. As experienced financial advisors we understand that life seldom follows a straight path toward your goals. Financial markets and the economy are in constant flux and your personal, professional and family circumstances are subject to change over time. We will conduct regular periodic reviews of your program to measure progress and make revisions as warranted by market, economic or lifestyle changes.

Coordination across your team of professional advisors

At Munroe Morrow Wealth Management we recognize that implementing sound financial strategies often requires collaborating with other professionals to ensure all areas of our clients' financial lives work in harmony. We work closely with your attorneys, tax accountants and other professionals to form a cohesive and effective team to serve your best interests at all times. We are also happy to provide you with referrals for professional advisors as your needs dictate.

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. No strategy ensures success or protects against a loss.