Your finances don’t exist in a bubble. They are a reflection of who you are—your values, dreams, and goals for the future. Therefore, your wealth management plan should encompass these various aspects of your life. You need a customized and comprehensive strategy, not a one-size-fits-all approach. Managing your finances and wealth requires a personal touch.
That’s where we come in. At Munroe Morrow Wealth Management, the driving force behind all we do is to offer highly personalized advice and guidance that is built on relationships and specifically tailored to your needs and goals. Our mission is to lead, inspire, and educate as many families as possible, helping them achieve their financial goals so they in turn can impact their families, communities, and nonprofits more profoundly.
After obtaining a bachelor’s degree in finance, I started my career in the financial services industry. During this time I met Matt, who had spent three years with the United States Coast Guard Academy before earning his finance degree. Years of working for large financial institutions led us to become disenchanted with the lack of personalized service we could provide clients. We didn’t want to be tied down to quotas and sales goals, but desired to provide unbiased advice to the individuals and families we served. This desire led us to start our firm in 2010, and we’ve been growing ever since!
Our Firm Today
What started as two advisors wanting to make a difference in their industry has now grown to a team of eight individuals, all dedicated to providing high-level service and personalized financial advice. As a full-service wealth management firm, we go beyond just investment advice. Our team of advisors works closely with families and business owners to create a comprehensive wealth management plan that adapts to their needs as life circumstances change.
Why We Love What We Do
There are many reasons why we love our job, but seeing our clients achieve their goals early and coming alongside them through all the financial “phases” of their lives is one of the most fulfilling aspects of what we do. We get to positively influence our clients’ financial decisions, helping them avoid risk so they make the right choices when things are tough. Seeing how their wealth can impact their own families and communities is very rewarding.
Our team works hard at what we do because we’re motivated by seeing clients take action on their goals and achieve success. We love to provide clarity and education and simplify complicated financial topics. Watching our clients have that “aha” moment means we have done our job well. Our team is very supportive, and leaning on each other when necessary gives us the confidence to be able to provide the best service to our clients.
The Next Step
Whatever your financial goals may be, having a dedicated, experienced team of professionals on your side helps you reach those goals more quickly and more smoothly. At Munroe Morrow Wealth Management, we are committed to your success and providing the highest level of personalized service that you deserve. If you’re interested in learning more about how we can help you, contact us today for a meeting. You can reach us at email@example.com or 617-600-5488.
Greg Munroe is the CEO and founder of Munroe Morrow Wealth Management, a firm of independent financial advisors that provides clients personalized financial planning, investment management, and insurance protection, Greg has served the needs of individuals, families, and business owners seeking comprehensive financial solutions and personalized asset management strategies since 1993. He enjoys being a game-changer in people’s financial lives. Greg thrives on building personal relationships with clients as he strives to give financial advice a good name and give his clients confidence in their financial future.
Greg lives in the greater Boston area with his wife, Jessica, and four children, Joey, Leo, Jake, and Bradley. Outside of work, he enjoys reading, listening to music, lifting weights, playing with his boys, and coaching their basketball teams. To learn more about Greg, connect with him on LinkedIn.